What to Know about Continuing Care Retirement
Communities Fees and Financial Structure
JAMIE SPENCER
Join us for a virtual event hosted by Jamie Spencer, Ingleside’s Chief Financial Officer and Chief Growth Officer, as he provides an overview of the financial makeup of a continuing care retirement community and provides commentary on the financial solvency of not-for-profit retirement communities. In this session, you will learn:
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What is a life plan community/continuing care retirement community?
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The not-for-profit, life plan community model, including defining the entrance fee.
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The financial jargon—understand the terminology that matters, and identify what it means.
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How to interpret key financial metrics and a review of statistical rating organizations, including Fitch Ratings.
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How to assess financial health: important questions a prospective resident can ask.