Top 3 Secrets of Financial Planning for Seniors

NEWTON, Mass. – July 7, 2016 – Cabot Park Village invites the public to a free educational presentation from 6:30PM to 8PM on July 20 on “The Top 3 Secrets of Financial Planning for Seniors.” Giving the presentation will be Dimitry Neyshtadt and Jonathan Sullivan of The Bulfinch Group. Cabot Park Village, a Benchmark Senior Living community is located at 280 Newtonville Ave., Newtonville.

Professionals, seniors and adult children that provide support for their aging parents are invited to learn and ask questions of top industry professionals in the field of financial planning and long term care. This 60-minute presentation will cover such topics as how to pay for elder care, provide updates on recent rule changes, and highlight how to secure your financial future.

Topics will also include:

· Medicare vs Medicaid 101

· The (evolving) 5 Year Look Back Rule

· Gift Taxation Regulations

· The Rising Cost of Long Term Care premiums

Studies show that few people are prepared in advance to fully manage the unpredictable challenges and costs of how to pay for the care of their parents, or themselves later in life. This presentation will help prepare for those challenges.

All are welcome, and light refreshments will be served.

RSVP by July 15 to Paul Bennotti, 617-965-7707 x104 or pbennotti@benchmarkquality.com.

About Cabot Park Village

Cabot Park Village, located in Newtonville, Mass., is among more than 51 Benchmark Senior Living communities. Based in Waltham, MA, Benchmark Senior Living is one of the largest privately held providers of senior living services in the Northeast. The company manages an array of senior living communities and offers independent living, assisted living, memory support, rehabilitation services and skilled nursing. To learn more, visit Benchmark at benchmarkseniorliving.com.

CONTACT:

Paul Bennotti

Director of Community Relations

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