Planning Ahead: Finances, Family & Your Future with David

Join us for a thoughtful and informative session designed to help you get your financial and personal affairs in order—so you and your loved ones can enjoy greater peace of mind.

This free class will cover:
Organizing important documents.
Planning for end-of-life expenses.
Understanding wills, powers of attorney, and beneficiary designations.
Ensuring your wishes are clearly stated and honored.

What to Expect:
Practical guidance tailored to seniors.
A relaxed, supportive environment.
Time for Q&A—bring your questions.
Guided tours of our community available before and after the session.

We encourage all prospective residents to attend. It’s not just about finances—it’s about caring for your family, even after you’re gone. We hope to see you there.

RSVP today. Guests are welcome to bring a friend.