Retirement Savings, Estate Planning, and Housing and Healthcare Costs

Program Type:

Learning, Lecture

Age Group:

Adults
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Event Details

Do I have enough money for retirement?  How much will housing cost for me and/or my adult parents?  What is a trust, and do I need one?  Unified Retirement Planning Group (URPG) presents an informational session for seniors and their families to address these questions and more.  Led by Peter J. Gallagher, Managing Director, URPG, and a panel of experts [Natalie Felsenfeld, Esq. (Wills, Estates, and Real Estate) and Paul Doyle, Jr., CSA (Owner, Oasis Senior Advisors)] will discuss what a retiree's budget and investments can pay for, estate planning, independent versus assisted living options, and facts about reverse mortgages, among other topics.