The Financial Risks and Rewards of Choosing a Life Plan Community
The financial reality facing today’s retirees is unlike anything we’ve seen before. Communities that once seemed secure are closing their doors, and even large organizations are filing for bankruptcy. Add to that market swings, shrinking pensions, rising health care costs, and the challenge of planning for longer lifespans and it’s no wonder so many older adults feel uncertain about the future.
Choosing a Life Care community is one of the biggest financial decisions you may make in retirement. If you’re thinking about moving to a retirement community, you need more than glossy brochures and promises. You need to know the community you choose is financially viable. Will it be there for you ten, twenty, or thirty years down the road? What happens to your financial investment if your circumstances change? How are monthly fees determined, and how should you think about entrance fees, refunds, and the future cost of care?
Join us for a one-hour Zoom workshop designed to give you answers and confidence. Keith Robertson, Managing Director of Ziegler, and Kevin Goyette, CFO of the RiverWoods Group, will share the latest financial data and trends from the senior living industry. You’ll also get a close look at RiverWoods’ award-winning financial approach built to preserve your assets and help control your future health care costs.
Following the presentation, there will be time for a live Q&A to answer your questions.
About Our Presenters:
Keith Robertson is Managing Director for Ziegler Capital. Ziegler is the nation’s leading financial underwriter of financing for nonprofit senior living providers.
Kevin Goyette is responsible for the financial oversight of all participant organizations within the RiverWoods Group system including investment management, debt issuance, audit control, and future development financial analysis.