FIND OUT HOW TO MAKE THE MOST OF YOUR RETIREMENT YEARS
Join us for a delicious lunch and an important conversation on the financial, health and
wellness benefits of a CCRC. Let’s face it: knowledge is like money in the bank!
We’ll Explore
• Financial considerations of a CCRC and
a Life Plan contract
• How to get the most out of your retirement
savings and ensure future care
• Tax benefits available to seniors considering
a Life Plan Community
• How wellness programming at Heritage can
contribute to a healthy, happy life
Our Wise Panel of Experts
• Megan Hill
Wellness Director, Heritage Community of Kalamazoo
• Rachel Olmstead, CPA
Chief Financial Officer, Heritage Community of Kalamazoo
• Heather Renter, PhD
Director of Education and Research, MCLC
