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The NAPFA Connection: CCRCs as a Solution for Long Term Care

Complimentary Education Sessions for Financial Professionals on How to Choose a CCRC

 

If you are a Financial Advisor, Estate and Trust Planner, or Tax Professional your senior clients deserve to know all of their options for long term health care.  Costs can mount quickly and it is important to have a plan for preserving assets during this period of life.

Cathleen Toomey, Vice President of Marketing for the RiverWoods Group shared her expertise in the November issue of the NAPFA Advisor.  NAPFA, or the National Association of Personal Financial Advisors is the country’s leading professional association of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interests of those they serve. Members of this elite association prescribe to a high level of standards and ethics.*

There are three important values that NAPFA members live by:

  • To be the beacon for independent, objective financial advice for individuals and families
  • To be the champion of financial services delivered in the public interest
  • To be the standard bearer for the emerging profession of financial planning

Cathleen and RiverWoods leadership offer a one hour lunch and learn session for professionals detailing the Continuing Care Retirement Community model, the health insurance contract types, and how assist your client with making a choice that is right for them. We bring lunch and the presentation right to your office, keeping things convenient and easy for your team.

Birch Hill is proud to be a member of the RiverWoods family of communities. Contact us to schedule your session.

 

*Source NAPFA.org