Buying into CCRCs: What You Should Know
We know how important collecting good information is as you consider joining a continuing care retirement community (CCRC). One aspect of fully understanding the process is knowledge of what it will mean for your family’s finances for years to come. Join us as we host Terwilliger Plaza’s CFO, Adam Lane, as he discusses buy-in fees and how they work for you. He will also be available to answer your questions about monthly fees and other issues related to the financial component of CCRC membership.
WHAT WE WILL COVER ON ZOOM:
What buy-in fees are and how they affect your membership experience
How buy-in fees differ from monthly fees and how they fit together
The financial structure of CCRCs and what to expect
How to plan for your financial future at a CCRC like Terwilliger Plaza
Adam Lane
CFO and Vice President of Finance, Terwilliger Plaza
Adam grew up in Southern Oregon. Adam earned an undergraduate degree in mathematics and economics from Pomona College. Adam worked for the accounting firm PriceWaterhouseCoopers until getting his MBA at Stanford University. After business school, Adam worked at Intel for six years before making the transition to the non-profit sector. Adam served as CFO/COO at Ecotrust for 17 years. Most recently, before joining Terwilliger Plaza, Adam was the CFO at Prosper Portland, the economic development agency of the city. Adam currently lives in Portland with his partner, has two sons, is a bike commuter, a woodworker, and an avid reader.
Date: Thursday, March 19, 2026
Time: 10:30AM - 12:00PM
Location: Virtual Zoom Presentation