Retirement Roundtable 2018 | YourPartnerInLaw | 18 August 2018 | Meydenbauer Center, 11100 NE 6th St, Bellevue, WA 98004, US
Venue
Meydenbauer Center
Meydenbauer Center, 11100 NE 6th St, Bellevue, WA 98004, US
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| Event Date | Sat Aug 18 EDT (over 6 years ago) |
| Location |
Meydenbauer Center
11100 NE 6th St, Bellevue, WA 98004, US |
| Region | Americas |
Details
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.
Speakers
2018 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
Sponsors & Partners
2018 Sponsors and Partners:
• KIRO RADIO
• 770KTTH