SMARTWEALTH
Financial Confidence for the Future
Navigating the financial aspects of retirement living can feel overwhelming, but it doesn't have to be.
Smartwealth is an informative session led by retirement planning and finance experts who specialize in helping seniors and their families prepare for this important transition.
This Program breaks down the key financial considerations that come with choosing a retirement community - from understanding contract structures and entrance fees to long -term care planning and estate considerations.
With real-world insights and straightforward advice, attendees gain a clearer understanding of how to align financial decisions with lifestyle goals and resources.
Attendees leave with greater confidence, clarity, and the right questions to ask when planning for the future.
Smartwealth Topics Include:
-
Comparing cost structures of retirement communities
-
Understanding contracts, entrance fees, refund options, and monthyl costs
-
Planning for long-term care and exploring coverage options
-
Estate planning essentials and protecting financial assets
-
Navigating tax implications of selling a home, including capital gains
-
Financial strategies to make retirement living more manageable
-
Avoiding common financial pitfalls and misconceptions