The Community at Rockhill: Figuring It Out: How a CCRC Fits into Your Financial Plan
Crunch the numbers and gain valuable insights into the affordability of a Continuing Care Retirement Community (CCRC) with our expert-led seminar. Jeff Godshall, CFP, CTFA, a seasoned financial advisor with Everence Trust Company will provide practical advice and strategies for integrating a CCRC into your financial plan. Join us for an informative discussion, followed by a complimentary buffet lunch, and discover the affordability and value of life at The Community at Rockhill.
Jeff Godshall holds a Certified Financial Planner™ professional designation. He is a registered investment advisor and is licensed in Pennsylvania for life insurance, long-term care insurance and fixed annuities. He earned a degree in accounting from Philadelphia University and graduated from Cannon Trust School.
Please RSVP by Friday, March 15th, to Sharon at (267) 429-3345 or firstname.lastname@example.org, or by filling out the registration form below.