Financial & Tax Advantages of Moving to a Retirement Community
Join Crane’s Mill for a financial seminar with guest speaker James Ciprich
This special presentation will focus on your financial well-being, senior living options, and how you can maintain — and grow — your wealth throughout your retirement.
As a guest, you will learn how smart lifestyle decisions can equate to smart money decisions, and how to grow wealth, health, and happiness throughout your retirement years.
Join us for a delicious continental breakfast and an in-depth seminar for people who are retired or retiring soon, and are considering a move to a senior living community.
Wednesday, September 26th
8:30 – 10:00 a.m.
Space is limited…RSVP today!
Call 973-240-8414 or click here to send an email.
About our speaker:
James J. Ciprich
Partner and Wealth Advisor RegentAtlantic, CFP®, MBA
Jim advises clients on financial planning and investment management issues. He joined RegentAtlantic in 2007 as a Financial Advisor and has served as Chair of the Financial Planning Committee and the Risk Management subcommittee. Jim serves a broad range of clients, with a particular focus on wealth management for retirees and those considering retirement community options.