About this Event
Seminar and light bites!
Navigating your finances in retirement brings a unique set of challenges and opportunities. Join us for a comprehensive seminar designed to provide you with the tools and knowledge to ensure your financial security and peace of mind to make a plan for senior living. Vincent will also do a Real Estate market update at the end. Come ready to learn and to take plenty of notes! And of course light food will be served and free to tour communtiy after.
What You Will Learn
- Budgeting & Money Management: Learn how to create a sustainable budget that accounts for your retirement income, recurring expenses, and unexpected costs like medical bills.
- Maximizing Income: Discover strategies to make the most of your retirement income sources, including Social Security benefits, investments, and other assets.
- Protecting Your Assets: Understand common financial scams targeting seniors and learn vital steps to protect yourself and your loved ones against fraud and exploitation.
- Long-Term Care & Estate Planning: Gain insights into planning for potential future care needs and explore the basics of estate planning to ensure your wishes are honored.
Who should attend
- Seniors planning to live in a senior living community or any adult, regardless of age or life stage, should consider attending.
- Individuals looking to understand the legal and financial steps for this season of life.
Ivy Park Roseville
Ivy Park at Roseville is a welcoming senior living community nestled in the Sierra Nevada foothills. Here, residents enjoy spacious, light-filled residences, walkable access to shops and dining, and a vibrant social calendar with something for everyone. With beautifully landscaped grounds and personalized support, Ivy Park offers comfort, connection, and inspired living every day. And feel free to tour this community
Contact us
Greg Williams
Financial Advisor
Edward Jones
3007 Douglas Blvd, Ste 145, Roseville, CA 95661
(252) 646-4242
Vincent Gonzales
Roseville Realtor
Keller Williams Realty Roseville
548 Gibson Dre, Ste 200, Roseville, CA 95678
916-607-2114
Event Venue & Nearby Stays
Ivy Park at Roseville, 5161 Foothills Boulevard, Roseville, United States
USD 0.00
