The Financial Side of Senior Living Planning

Understanding the numbers behind the choice

Financial questions often shape how and when people plan for the future. This session offers a straightforward, transparent look at the financial considerations of senior living —designed to replace uncertainty with understanding.

We’ll explore how Continuing Care Retirement Communities (also known as Life Plan Communities) are structured, what entrance and monthly fees typically include, and how different contract options support long-term planning.

This conversation is ideal for anyone who wants to understand how senior living fits into a thoughtful financial strategy now or in the future.

You’ll take away:
• An overview of CCRC/Life Plan Community financial structures
• Clarity around entrance fees, monthly fees, and contract types
• Insight into how senior living fits into broader financial planning

Reserve your spot call 262-686-4961 to register.

Attend this session on its own — or pair it with others in the series.