WHAT’S YOUR PLAN FOR TOMORROW?
Discover the Path to Your Optimal Retirement Lifestyle!
TUESDAY, JUNE 10TH
11:00 AM: Financial Seminar Q&A
12:00 PM: Gourmet Lunch
LOOKING AHEAD?
Let’s Talk About Where Life Can Really Shine.
The best years of your life should be filled with ease, connection, and joy. At our upcoming Lunch & Learn, local experts will help you see how moving to a Senior Living community can be the smartest move.
At this private financial seminar, you’ll learn how to:
- Explore senior living communities as an “age in place” option
- Use a proven process to decide: What’s Your Plan for Tomorrow?
- Understand the financial and emotional factors involved
- Know when to bring in your financial & legal advisors
Patrick Witheril, CRPC
Senior Vice President/Wealth Management, Financial Advisor
Kathy Moniello,
MBA, SRES, CAPs
Founder, Forevermore Homes
This is a private invitation-only event. CONFIRMED RESERVATIONS ARE REQUIRED.
To confirm, you MUST speak with a Pomperaug Woods Marketing Representative.
RSVP Today — Seating is limited!
"*" indicates required fields