Skip to main content

You’re Invited

May Seminar Series

A smart plan for tomorrow
lets you enjoy today more.

Click here to learn more

 

enjoying the outdoors

Is a Life Plan Community right for you?

Thursday, May 9 – 1:30 – 3:30 p.m.

R.S.V.P. by May 6

Join us for an informative discussion hosted by Patti Hutton, marketing director of Residences at Vantage Point.

contemplating conversation

Financial considerations of retirement community living.

Friday, May 17 – 1:30 – 3:30 p.m.

R.S.V.P. by May 15

Greg Blair and Peter Della-Croce with Merrill Lynch will show you how to secure your financial future throughout your retirement with forward-thinking strategies and insights.

proud grandmother and granddaughter

The importance of an estate plan checkup.

Tuesday, May 21 – 1:30 – 3:30 p.m.

R.S.V.P. by May 17

Join attorney and Estate Law specialist, Mark Bobotek with Golden Oak Elder Law, as he provides valuable insight and information on avoiding common estate planning pitfalls. He will also show you how to ensure your estate plan is current, accurate, and will be executed as you intend.

 

Check out our weekly bulletin below!

Click here to download