Upcoming Events

Event: Retirement Freedom

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Date: Thursday, June 22, 2017

Time: 7:00 – 9:00 PM (doors open at 6:30)

Location: Kirkland, WA – address and map are available when you click Get Tickets

Host: Your Partner In Law- Rick Gregorek

Speakers: Tom Cock, Rick Gregorek

Description of class: For many of us our Retirement Accounts are a crucially important part of our estate and yet little if any strategic planning is done for these valuable accounts. Few Americans are aware of the options and opportunities now available for your Retirement Accounts. To do it right, there is a lot more to do than simply name beneficiaries of your Retirement Accounts.

Attend our Retirement Freedom workshop and learn how you establish the best plan for your situation and how to protect your Retirement Accounts for your spouse or children from creditors and divorce. If you have an IRA, 401(k), Profit Sharing Plan or 403(b) this workshop is for you.

Your presenters are Estate Planning Attorney Rick Gregorek, host of Your Partner in Law on KIRO 97.3FM and KTTH AM770 every week, along with Tom Cock, Financial Advisor, college professor and radio host of Talking Real Money on KOMO AM 1000.

Learn from Attorney Rick Gregorek the ins and outs of planning for your valuable Retirement Accounts for your spouse and future generations and create an estate plan for you and your loved ones. Learn valuable Asset Protection benefits in your estate and retirement planning.

Learn from Financial Advisor Tom Cock how to create and manage a widely diversified portfolio so that you can enjoy your retirement without worrying about your investments. Learn how to avoid critical mistakes and how to choose an adviser who puts your interests first.

Both Tom and Rick are seasoned professionals and will provide you with the information you simply must have to properly manage and invest your valuable Retirement Accounts. Learn about the 2014 case Clark v. Rameker and how it has impacted your Retirement Accounts. The results may surprise you!

This is not a “self-directed IRA” this class will cover the advantages and disadvantages of a Stand Alone Retirement Plan Trust for the safe keeping of your valuable Retirement Accounts as they pass on to your beneficiaries. The class will also address traditional estate planning and how to get the best asset protection and tax advantages out of your Estate Planning.

Tom Cock


Principal Managing Director founded Vestory, LLC a financial services company offering fiduciary financial services to individuals, couples and companies. Tom is a long time financial journalist, investment manager, business owner and college professor. In his current capacity Tom oversees the advising, compliance and business operations of Vestory as well as working with his own clients. Tom is the co-host of Talking Real Money which airs Saturdays on KOMO AM 1000 at noon and is a popular podcast. As a financial journalist, Tom was the host of PBS’ Serious Money where he was nominated for a Regional Emmy. Tom is also an adjunct professor at Northwest University. Tom is active in the community as a member of the Rotary Club of Bellevue, the Planned Giving Advisory Council for Whitman College and was a founding member of the Washington News Council. Tom is an active sportsman and is a licensed referee and spends considerable time officiating high school soccer. Email Tom at mailto:Tom@Vestory.com.

 

Rick Gregorek


Attorney & Counselor at Law founded Gregorek and Associates, PLLC to serve the needs of individuals, families and closely held businesses. He earned his JD from Seattle University. He has also earned a MA in Executive Management from the Claremont Graduate University, Peter F. Drucker Management Center and a MBA from Whittier College. He is a member of the American, Washington, Oregon and Federal Bar Associations Rick is a member of the following organizations: Wealth Counsel, ElderCounsel, the National Academy of Elder Law Attorneys, Inc. (NAELA). He currently hosts Your Partner In Law on Seattle’s KIRO 97.3 FM and KTTH AM 770 every Sunday morning at 8:00. He is a frequent speaker and lecturer. Email me at Office@RJGLegal.com.

 

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