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WEBINAR: Tax Planning: Continuing Care Retirement Communities
Baltimore-Washington Financial Advisors invite you to an interactive workshop, “Tax Planning: Continuing Care Retirement Communities”. Today, seniors have more housing options than ever before. Understanding the financial complexities of these various choices can be overwhelming. Join us for a discussion about the details of moving into a CCRC, including potential tax deductions.

WEBINAR
AUGUST 12, 2025
11:45 AM – 1:00 PM

TOPICS WILL INCLUDE:

  • Differences between a CCRC vs. an Assisted Living Facility
  • Best age to move in
  • Payment types
    • Initial
    • Ongoing
  • Does my family get anything back at my death?
  • What are considered medical expenses?
  • What payments are tax deductible?
  • Benefits of choosing a CCRC
  • Which community is right for me?

PRESENTERS:
TOWNSEND HORNOR, JR.
CEPS

Managing Director, Wealth Management & Executive Committee
THAD ISMART
CFP, ChFEBC℠, CEPS

Senior Financial Planner
We hope you can join us!
Sincerely,


Robert G. Carpenter
President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering, please contact
Cortney Caronna, Senior Marketing Associate | emailus@bwfa.com | 410-461-3900

BWFA WEBINAR SCHEDULE

We are proud to offer webinars every week on a variety of financial and lifestyle topics. Webinars are complimentary and easily accessed through Zoom. You can participate from anywhere in the world, so feel free to share this email with family and friends.