Securing the future you deserve

Financial and health care considerations for your retirement community move

Join this live discussion

Get answers to your questions from our panel of experts

Consider taking the next step into a retirement community move, and make sure you know everything needed to create a great plan for your future. Hear from a panel of experts on how to best prepare for abundant living and security in your retirement journey. From long-term care plans to charitable giving, our experts will provide advice tailored to you, to make your move into retirement worry-free.

Tuesday, August 31
The Chapel at Orchard Ridge, A Center for Faith & Community Life
400 Clocktower Ridge Drive | Winchester, VA 22603

Following our community’s health and safety protocols, guests will be required to wear a mask while indoors.

    Featured Speakers

    Suzan Herskowitz, Attorney

    Suzan is a sole practitioner emphasizing wills, trusts, estate planning, elder law, real estate and business planning. In addition to practicing law for more than 30 years, she has also authored several legal books and given many lectures on estate planning and other topics of interest.

     

    Bradley Snowden, Philanthropy Director, The Village at Orchard Ridge

    Brad Snowden joined The Village at Orchard Ridge as philanthropy director in January 2019. Snowden brings nearly 20 years of experience in estate planning as a practicing attorney and for 16 years advanced the philanthropic mission of two higher education institutions.

     

    Chad Bales, Vice President, The Winchester Group

    Chad Bales earned a Bachelor of Arts from James Madison University, where he studied business management and economics. He has nearly 30 years of experience in the insurance industry, focusing primarily on commercial insurance, employee benefits, long-term insurance and life insurance. Always striving to gain more knowledge to better assist his customers, Chad has achieved both Certified Insurance Counselor and Certified Risk Manager designations.