Making a Plan for Retirement & Beyond
November 17 @ 1:30 pm
Do you have a plan in place for your future and your finances? It’s never too security and peace of mind only a Life Plan community can provide. early—or too late—to begin the process, and the financial experts from Covenant Trust will be here to help you get started. Learn the proper way to create a will and a trust and find out how to avoid commonly made mistakes. This is a great pre-holiday gift to give yourself and your loved ones!
Looking back to Covenant Living at Mount Miguel's 60th anniversary, where residents like Ray filled their mornings with Aqua Fit and neighbors became friends. 💙
Sixty years ago, this land was nothing but sagebrush. Today those towering pine trees and a close-knit community are the heart of Mount Miguel. Just ask resident, Linda Sendell, who attended the groundbreaking as a teenager and now proudly calls this place home.
Six decades in, the founders' vision is still going strong. ✨ ... See MoreSee Less
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August is National Make-A-Will Month, making it the perfect time to create or review one of the most important documents you'll ever have.
Did you know our partners, Covenant Trust, can help guide you through the estate planning process? While Covenant Trust doesn't draft wills, they can help facilitate the conversation and connect you with an estate planning attorney as part of your overall financial planning team.
Whether you're creating your first will or updating an existing one, having a current will helps ensure your wishes are documented and can provide peace of mind for you and your loved ones.
To learn more visit bit.ly/4xvpI2L or call (800) 483-2177. ... See MoreSee Less
Covenant Trust - Investing With Purpose
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Investing is an expression of your values and purpose. At Covenant Trust, we serve families and institutions with a full suite of trust capabilities, including investing, planning, trustee services an...Comment on Facebook
It's Feature Friday! 🎬🏗️
We're looking back at the exciting expansion at Covenant Living of the Great Lakes in Grand Rapids, where crews broke ground on 36 brand-new cottages. 💛
These homes were designed to offer the best of both worlds: the privacy and independence of cottage living, plus the dining, social, and fitness connections our residents love. A whole new neighborhood in the making! ✨
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