CCRC 101

1/24

Thursday

10:30 – 1:00

(Lunch Included)

A Practical Workshop on Contracts, Costs and Key Questions

The good news is that most of us are living longer. The question is what that life will look like and how increasing health care costs will be covered as you age. How do you financially plan to maintain your current lifestyle for the rest of your life, no matter what happens?   Many informed adults are choosing Continuing Care Retirement Communities (CCRCs) as a smart choice. But how do you evaluate CCRCs? Are they all the same? What are their differences in contracts and costs? What questions should smart consumers ask to determine if the community is reliable and financially solid?   This workshop will cover many key questions to help you assess CCRCs. It provides an insider’s look at how to assess different CCRC types and contracts, and outlines how to evaluate financial strength. Developed over three years, the seminar will also include a complimentary workbook for each attendee. You are invited to attend with your financial advisor or estate planning professional.

Attend, and you will learn:

  • National and regional CCRC background
  • The three major types of CCRCs
  • Contract differences and what to look for
  • Key benchmarks of financial strength
  • Critical indicators to measure service quality

Presenters

Justine Vogel CPA, President and CEO, The RiverWoods Group

A graduate of Rutgers University School of Business with a B.S. in Accounting, Justine began her career with several years in auditing and financial analysis with Arthur Andersen & Co., Ernst & Young, and Chubb Life Insurance. Justine started with RiverWoods as part of the pre-opening team in June 1994, as Director of Accounting. She grew into the role of CFO in 1997, COO in 2005, and was named President/CEO in 2007. Ms.Vogel is a certified public accountant in the state of New Jersey and is a member of the Board of Directors of City Year New Hampshire.

Cathleen Toomey Vice President of Marketing, The RiverWoods Group

Cathleen has more than 30 years in marketing, advertising, and public relations, building brands for consumer products such as Timberland and Stonyfield Farm. A graduate of Fordham University (M.A.) and Fairfield University (B.A.), Cathleen began her career in ad agency work in New York City. She has directed the sales and marketing efforts of RiverWoods Exeter for the past eleven years, including RiverWoods Durham and Birch Hill. Cathleen also serves on the Board of Directors for Womenade of Greater Squamscott.

Where:

Birch Hill | 200 Alliance Way, Manchester, NH

Limited Seating Available

Please RSVP below by January 17