Upcoming Events

Event:       Retirement Roundtable

Date:         Saturday, August 18, 2018

Time:         9:00 am - 2:30 pm

Location:  Meydenbauer Center, Bellevue, WA

Host:         Your Partner in Law - Rick Gregorek

Key Sponsors and Speakers:  
Rick Gregorek, Gregorek and Associates, PLLC, Integrated Estate Planning
Ted Hanson, Gregorek and Associates, PLLC, Elder Law and What You Need to Know
Tom Cock, Vestory, LLC, Financial Planning and Investment Strategies, Host of Talking Real Money
Harlan Accola, Fairway Mortgage, Reverse Mortgages and New Opportunities
Steven Elliott, Capstone Trust - Trusts and Trustees: An Introductory Conversation
Mary Cordova, Concierge Care Advisors, Senior Housing Options
Kevin Foster, Exeter 1031 Exchange, A Discussion of 1031 Exchanges
Gail Welfringer, FirstMark Insurance, Insuring Your Personal and Business Property

Description:  Retirement Roundtable is back for its third year! Retirement Roundtable is your opportunity to learn about many of today's hot topics in Estate and Elder Law planning for your retirement from you familiar KIRO, KTTH, KOMO and KVI radio hosts and advertisers. 

At this half day event you'll learn the facts about financial planning to manage your wealth through the Science of Investing, uses of reverse mortgages, and senior housing issues and options, professional Trust services, tax deferred exchanges, and insuring your personal and business property, all integrated with you Estate and Elder Law Planning. This is one place to learn the KEYS to a successful retirement. Whether you are years from retirement, close to retirement or are already retired, this series of classes will provide you with the information you simply must have to make wise and informed decisions. 

At the event you will have the opportunity to meet the speakers and sponsors and ask them the questions you may have, or just get to know them. Join Rick Gregorek, host of Your Partner in Law, for this educational event. Parking is validated and you'll enjoy a gourmet box lunch and refreshments. Did I mention there will be Door Prizes throughout the event and a Grand Prize to wrap up the day of learning.




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