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The Community at Rockhill: Figuring It Out: How a CCRC Fits into Your Financial Plan

March 19, 2024 @ 10:30 am - 1:30 pm

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 syoung@graceinspiredliving.org, or by filling out the registration form below.

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Details

Date:
March 19, 2024
Time:
10:30 am - 1:30 pm
Cost:
Free
Event Categories:
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Venue

The Community at Rockhill: The Learning Center
3250 State Rd
Sellersville, PA 18960 United States
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Phone
(267) 429-3345