Is Moving to a Retirement Community Right for You? | Chevy Chase @ Home | CSF

Are you considering a transition to a continuing care retirement community (CCRC) at some point in the future? It’s a significant life decision—one that can feel both exciting and overwhelming. Whether you’ve already begun visiting communities or the idea is simply in the back of your mind, having clear, reliable information can make the process far less daunting. In this webinar recording from the Chevy Chase at Home series, financial planner and retirement expert Alex Seleznev, Founder & Financial Planner, Capital Squared Financial, presents an informative and thoughtful discussion designed to help you navigate this important choice. Visit us at: www.csqfinancial.com Sign up for our newsletter at: www.csqfinancial.com/newsletter-signup Chapters: 00:03 Welcome 00:42 Disclaimer 01:30 Introduction to Alex and CSF 02:44 Overview 03:49 Why Consider Transitioning to a Retirement Community 06:41 Types of Communities 08:23 Impact on Lifestyle & Family 10:21 CCRC Rental vs Buy In 13:41 The "Buy In" Component 15:45 Rental Communities 16:53 How to choose? 18:07 How to Prepare for a Transition 24:55 Cost Comparison 29:28 Case Study for In Home Care 31:40 What does a CCRC actually cost? 35:01 Does the Monthly Fee Cover Medical Care? 37:00 Case Study Cost Comparison Disclaimer: Nothing in this webinar should be considered investment advice. The information provided in this content is for educational and informational purposes only. It does not constitute financial, investment, or tax advice. Any decisions you make based on this content are made at your own discretion and risk. Before making any investment decisions, it is strongly recommended that you consult with a qualified financial advisor or professional who can provide you with tailored advice based on your individual circumstances. The presenter(s) and organizers of this content shall not be held responsible for any actions or decisions taken as a result of the information presented during this webinar. Always conduct your own research and due diligence before making any investment choices. Please consult a qualified financial professional regarding your individual circumstances before making any investment decisions. Capital Squared Financial is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and may only conduct business in jurisdictions where registered or exempt from registration. For more information, please refer to our Form CRS and Form ADV, available on our website.