Upcoming Events

EVENT:  Retirement Asset Protection

DATE: Saturday, August 27, 2016

TIME: 9:00 AM – 11:00 AM

LOCATION: Hyatt House - 3244 139th Ave. SE, Bellevue, WA 98005

HOSTS: Attorney Rick Gregorek and Certified Long Term Care Specialist Brian Ott

DESCRIPTION: The legal and financial world is full of surprises as we age and head into retirement. Too many of us fail to properly plan for the unthinkable, yes, an extended health care situation and the emotional and financial strain that this can place on a family. At the Retirement Asset Protection class you will learn how to properly establish and maintain your legal planning and how to have the financial security you desire in the event you or your spouse ends up needing care over an extended period.

Rick Gregorek will review the Six most common mistakes made in estate and elder law planning and will provide you with the necessary information you simply must know to arrange your affairs to avoid unintended consequences.

Brian Ott will teach you about the new Federal and State programs now available to protect your family and savings from an extended health care situation. You will see how the different options compare and learn about new tax advantaged ways to fund your plan that weren’t available just a few years ago.

There is a nominal fee for this event so sign up now for the Early Bird Specials, these discounted tickets will sell out buy your ticket(s) today.

Eventbrite - Retirement Asset Protection



EVENT:  Plan your route to a real retirement

DATE: Saturday, September 10, 2016

TIME: 8:00 – 1:30

LOCATION: Bellevue Marriott

HOSTS: Attorney Rick Gregorek and Financial Advisor Tom Cock

DESCRIPTION: Plan your route to a real retirement and find your way around once you're there.  This is a learning event, even if your retirement is way off in the distance you need a good map to get you there. If you have already arrived in retirement you need a guide to help navigate retirement's twists and turns. At Real Retirement Roadmap, some of the Seattle area’s top financial, legal, and retirement experts will be on hand to guide toward or through a really great retirement. Discover how to build the wealth you need, create a lifelong income, protect your assets and much more.   

Eventbrite - Retirement Asset Protection




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