Register directly with Silver Bridges: Webinar
If you are considering a move to a LifePlan (CCRC) community, it’s important to understand the financial risks associated with your entrance fee investment.
Join Silver Bridges for their webinar Behind the Promise: Understanding the Financial Risks of CCRCs (LifePlan Communities) featuring Tom West, senior partner at Signature Estate & Investment Advisors, LLC.
We’ll be reviewing:
- How CCRCs actually function as financial entities, including where risk lives, how entrance fees are used, and why nonprofit status doesn’t mean risk-free
- What the Harborside bankruptcy really signals—separating headline fear from practical lessons for both current and prospective residents
- How to evaluate and stress-test a CCRC before committing, using balance-sheet thinking instead of marketing language
- What retirees should do to plan ahead, protect flexibility, and avoid over-concentrating housing, healthcare, and capital risk in one decision