Virtual Presentation: Buying in at CCRCs
We know how important collecting good information is as you consider joining a continuing care retirement community (CCRC). One aspect of fully understanding the process is knowledge of what it will mean for your family’s finances for years to come. Join us as we host Terwilliger Plaza’s CFO, Judy O’Donnell, as she discusses buy-in fees and how they work for you. She will also be available to answer your questions about monthly fees and other issues related to the financial component of CCRC membership.
WHAT WE WILL COVER ON ZOOM:
What buy-in fees are and how they affect your membership experience
How buy-in fees differ from monthly fees and how they fit together
The financial structure of CCRCs and what to expect
How to plan for your financial future at a CCRC like Terwilliger Plaza
PRESENTER: JUDY O’DONNELL
Judy joined Terwilliger Plaza in 2016 as the CFO. When asked why she enjoys working for Terwilliger Plaza she said, “The people! Elected Members hold the majority of Board of Director positions. Most CFO’s shudder at the idea of reporting to membership. I have found it to be inspiring. Members have a vested interest but take their fiduciary responsibility as Board members seriously. This is why I come to work here every day!”