Financial & Tax Advantages of Moving to a Retirement Community

Join Crane’s Mill for a financial seminar with guest speaker James Ciprich

This special presentation will focus on your financial well-being, senior living options, and how you can maintain — and grow — your wealth throughout your retirement.

As a guest, you will learn how smart lifestyle decisions can equate to smart money decisions, and how to grow wealth, health, and happiness throughout your retirement years.

Join us for a delicious continental breakfast and an in-depth seminar for people who are retired or retiring soon, and are considering a move to a senior living community.

Wednesday, September 26th
8:30 – 10:00 a.m.

Space is limited…RSVP today!

Call 973-240-8414 or click here to send an email.


About our speaker:

James J. Ciprich
Partner and Wealth Advisor RegentAtlantic, CFP®, MBA

Jim advises clients on financial planning and investment management issues. He joined RegentAtlantic in 2007 as a Financial Advisor and has served as Chair of the Financial Planning Committee and the Risk Management subcommittee. Jim serves a broad range of clients, with a particular focus on wealth management for retirees and those considering retirement community options.

Spring Seminar Series – Meet the Speakers

Don’t miss this series starting on April 26, and continuing for five consecutive Tuesday afternoons.

Plan for a successful future with this special free seminar series!

RSVP for any and all dates by calling 973-276-3070 or click here to send us an email.

Part 1: Choosing a Continuing Care Retirement Community
Tuesday, April 26, 2:00 p.m.
Presented by Karla Traficante, Director of Sales & Marketing, Crane’s Mill

Join Karla Traficante for an impartial look into senior living options. Karla will cover the financial and emotional process of deciding on your retirement living future, along with resources for information, downsizing, support, and more. Karla has many years of experience in all different areas of senior living and is excited to present this program and answer your questions.

Part 2: Emotional Considerations
Tuesday, May 3, 2:00 p.m.
Presented by Bonnie Malajian, LCSW

Bonnie Malajian will lead an interactive discussion about the emotional and psychological considerations that may arise when planning for your retirement. Bonnie is a renowned industry expert and her presentation is not to be missed.

Part 3: Financial Advisor Roundtable
Tuesday, May 10, 2:00 p.m.
Presented by Kostas Koufidis, Certfied Financial Planner, Investment Specialist;Brian D. Singleton J.D., ChFC, CLU, Director of Advanced Markets; John Tumminia, Jr., Financial Services Representative, all of the MetLife Solutions Group.

Get the financial tools you need to begin, or continue, to flourish during your retirement. These three financial experts will hold a roundtable discussion based on your financial needs, including how to keep your funds safely growing throughout your retirement years.

Part 4: Healthy, Wealthy, & Wise: 10 of the Most Common Elder Law Questions
Tuesday, May 17, 2:00 p.m.
Presented by Thomas Murphy, Esq., Eldercare Attorney, The Murphy Law Firm LLC

Join Thomas M. Murphy, Esq., for a discussion of elder law, estate planning, veteran’s aid and attendance pension benefits, advanced directives, long-term custodial care, special needs, guardianship and medicaid planning.

Part 5: Real Estate & Downsizing
Tuesday, May 24, 2:00 p.m.
Presented by two industry experts specializing in senior real estate.

When planning a move, it can be a balancing act of looking ahead to your exciting new home, while dealing with aspects of your old house, including getting top dollar in an ever-changing real estate market, and working on whittling down items you may no longer need. Luckily, the right realtor and downsizer can make all the difference. For instance, a downsizer may be able to help you make decisions on what to keep, donate, or sell, while aslo helping you pack and unpack boxes. Learn more about these important services at this special program.