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Finance, Legal, and Administrative

We understand that in retirement, our residents often face unfamiliar and sometimes daunting tasks and responsibilities. The SUN® Program is structured to provide you with the knowledge and tools to handle these duties with ease, and more importantly, the peace of mind you will need to let your golden years truly shine!

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Assistance with understanding and managing financial and legal affairs

Access to government benefits

Health insurance programs

Estate planning

Asset management

Understanding your taxes now that you are retired

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