Understanding The Financial Advantages of becoming a Springpoint Choice Member

Explore the financial advantages of becoming a Springpoint Choice member with wealth management industry experts James J. Ciprich, CFP®, MBA, and Melissa Weisz, CFP®, CFA. Mr. Ciprich, an expert on financial retirement planning, will discuss the costs and benefits of staying at home, tax planning in 2021 and beyond, and legacy and estate preservation planning. Ms. Weisz, a member of RegentAltantic’s Senior Solutions team, will address seniors’ evolving needs in portfolio and risk management, healthcare and housing, taxes, and legacy planning.