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Knowing you have a smart plan to navigate whatever tomorrow holds can allow you to approach each day with enthusiasm and optimism. To learn how to chart your own path, join us for our Compass Seminar Series. Our informative seminars will help you make a smart plan for tomorrow, so you can enjoy today more.

Get the right information for a smart future.

Compass Seminar Series

VANTAGE POINT

Savvy Modern Affordable Ready to Go Tech-Centric

Enjoy a lifestyle that’s:

Make plans now to attend our

Compass Seminar Series.

Seating is limited.

Tuesday, March 24 — 1:00 p.m. – 3:00 p.m. Thursday, April 9 — 10:00 a.m. – 12:00 p.m.

Tuesday, April 21 — 1:00 p.m. – 3:00 p.m.

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2

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4Smartsizing for S.M.A.R.T. Living

Friday, April 3 — 1:00 p.m. – 3:00 p.m.

Presented by downsizing expert Katie Davis of WayForth®, with real estate experts Lin Eagan of Long and Foster and Karla Pinato of Northrop Realty.

Topics will include:

• The liberating benefits of rightsizing your possessions and lifestyle

• How to smartsize mountains into manageable molehills

• Staging and selling your home in today’s real estate market

• The do’s and dont’s for a successful home sale

R.S.V.P. by March 27

Is a Life Plan Community right for you?

Financial considerations of retirement community living

The importance of an estate plan checkup

Join us for an informative discussion hosted by Sharon Jessup, vice president/senior director of marketing and sales at Life Care Services.

Topics will include:

• Defining a Life Plan Community (also known as a Continuing Care Retirement Community)

• How a Life Plan Community compares to other senior living options

• Differences between types of contracts, service packages and pricing options at Life Plan Communities

• What you should consider when researching your senior living options

• Comparing the cost of staying in your own home versus moving to a Life Plan Community

Michael Mooney, chartered retirement planning counselor and managing partner at Pilot Financial Advisors, will show you how to secure your financial future throughout your retirement with forward-thinking strategies and insights. Topics will include:

• Tools to manage your income and assets

• How to plan for future health care costs

• How to know if you can afford to live at a retirement community

Join attorney and estate law specialist Mark Bobotek from Golden Oak Elder Law, as he provides information on avoiding common estate planning pitfalls. He’ll also show you how to ensure your estate plan is current, accurate, and will be executed as you intend. Topics will include:

• Why your estate plan should change as your life changes

• How changes in the tax laws and tax codes could affect your estate

• Ways to ensure the important people in your life will be cared for

• How to fulfill your philanthropic goals

Residences at Vantage Point is Howard County’s only not-for-profit retirement living community offering a combination of enriching opportunities, flexible living options,

and the remarkable security and value of a Life Care-style contract – all under one roof.

R.S.V.P. by March 19 R.S.V.P. by April 3

R.S.V.P. by April 16

R.S.V.P. early for yourself and a guest at 410-999-1635 or

VantagePointResidences.org/events

Come to one, some or all of our events.

Space is limited.Refreshments will be served. Complimentary valet parking.

Community tours will be available following each seminar discussion.

Compass Seminar Series

VANTAGE POINT