Tuesday, February 21, 2017
11:00 am - 1:00 pm
101 Plaza Drive
Come in, grab a seat, and get ready to take charge of your finances in retirement. Often, finances are the first thing on our mind but the last thing we want to think about — that’s where Mel Novak, Certified Financial Planner © and Partner of Brandywine Wealth Management LLC can help. Mr. Novak has spent more than 30 years specializing in the financial needs of older adults and those in and near retirement.
He will highlight many important financial considerations that will need your attention during transition. This presentation will provide specific actions you can take to reduce risk and avoid surprises. Get the details on different long-term care options, and more importantly, learn ways to make them more affordable. In addition, Sarah Costa, Tax Services Director of Brandywine Wealth Management LLC, will be available to explain tax implications for persons in transition.
These professionals will help you draw a financial comparison between remaining in your home and transitioning to a Continuing Care Retirement Community. Join us on February 21 to take the stress out of your retirement planning and begin enjoying the next stage in life. Guests will also have the opportunity to learn more about Simpson Meadows and take a tour of our beautiful community. Lunch will be served.
Securities offered through LPL Financial member FINRA / SIPC – Tax Services are not affiliated with or endorsed by LPL Financial – Simpson Meadows is not affiliated with LPL Financial.
Bookings are closed for this event.