You’re Invited
May Seminar Series
A smart plan for tomorrow
lets you enjoy today more.
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.
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.
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.