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

Tuesday, November, 12th from 10:30 a.m to 12 p.m.

Call to RSVP at (269) 238-0350 or fill out the form.

Please indicate on your RSVP if you would like a chicken, fish, or vegetarian meal option!