Chalk Talk: Continuing Care Retirement Communities

Chalk Talk: Continuing Care Retirement Communities

“MainStreet Chalk Talk”

The MainStreet Financial Planning Discussion Club

When: Tuesday 3-19-24 at 7:30pm Eastern; 4:30pm Pacific

~30-45 minutes

Recorded and able to retrieve for one week

How: Zoom Meeting

Free for current clients, $10 for guests

Email us for the recording!

Continuing Care Retirement Communities

Hosted by: Jennifer Bush, CFP®

CCRCs are retirement communities (aka life plan communities) for people 60+ who want an all-in-one solution to aging in place. Residents start out living independently in an apartment, duplex, or single-family home, and later transition to assisted living, memory care, or skilled nursing if needed. A perfect choice for those who want the security of knowing they won’t have to move should their health needs change. Join us for a deeper dive to see if a CCRC or life plan community is right for you. We will explore:

  • Lifestyle benefits
  • Payment Structures
  • Financial contracts
  • How to prepare for the move
  • Things to include in your research.

 Please forward your questions in advance to jennifer@mainstreetplanning.com

Readings:

Where You Live Matters: Continuing Care Retirement Communities

Niche Retirement Communities Are Growing — Are They Right for You?

Back to School: University-Based Senior Living Trend Nears Next Evolution 

How to Know If a CCRC’s Healthcare Center Will Meet Expectations

 

Jennifer Bush
Jennifer Bush
jennifer@mainstreetplanning.com

Jennifer has a background of over 15 years working in the financial services industry. Prior to joining Mainstreet, she worked 13 years for a wealth management firm helping to develop, create, and implement financial planning strategies for clients. Before that, she was a consultant and educator in the area of financial related employee benefits for SF bay area companies and their employees.

Get Started with Jennifer

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