Top Financial Planning and Estate Considerations for Retirement Living – 6/5/20 at 10:30 a.m.
June 3, 2020 , 10:30 am
Where: Virtual Event
Certified Financial Planner, Quentara Costa, will discuss the affordability of 55+ independent living communities. Quentara will discuss what to consider financially when making the difficult to “age-in-place” compared to transitioning to a continuing care retirement community. She’ll also summarize how proper estate planning documents facilitate the process.
Quentara Costa is a CFP® specializing in financial matters related to aging. In 2016 she created the Facebook group, “Merrimack Valley Seniors and Caregivers,” for local families and professionals to problem solve, share resources and learn about upcoming events. Over the last few years, she’s been quoted numerous times by respected publications and featured locally by Boston Voyager Magazine. In 2019, she began serving on the North Andover Council on Aging, which will play a large part in the development of the town’s new senior center!
Complete the form on this page to let us know you’ll be attending this virtual event.
You can also call 781-660-5021 to RSVP with our team over the phone.