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Schedule a Consultation 410.461.3900

WEBINAR: Tax Planning: Continuing Care Retirement Communities

 
Greetings!

Baltimore-Washington Financial Advisors invite you to an interactive workshop “Tax Planning: Continuing Care Retirement Communities“. These days seniors have more housing choices than ever before. Understanding the financial complexities of these various choices can be overwhelming. Join us for a discussion regarding many of the details about moving into a CCRC, including potential tax deductions.
 
Webinar
Friday, December 16, 2022 from 11:45 AM to 1:00 PM EST
 
TOPICS WILL INCLUDE:
  • Differences of 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:
Managing Director, Wealth Management
& Executive Manager
CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
We hope you can join us!
Sincerely,


Robert Carpenter

President and CEO

BWFA is a Fee-Only/Fiduciary Advisor.

For questions or help registering please contact,

Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

BWFA is proud to offer several webinars every week on a variety
of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
 
View and signup for Upcoming Webinars at the link below.
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