EVENT: Retirement Asset Protection
DATE: Saturday, May 12, 2018
TIME: 9:00 AM – 11:00 AM (Doors open at 8:30 a.m.)
LOCATION: Kirkland, WA (see complete address and directions when you click “Get Tickets”)
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, Attorney & Counselor at Law, 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, Long Term Care Specialist, 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 and space is limited so sign up now.
MEET YOUR PRESENTERS
Brian Ott, Certified Long-Term Care Specialist and founder of 525 Advisors. Brian has earned the Certified Long-Term Care designation as well as the Certified Liability Advisor designation and uses an educational approach to teach people on the new options and programs available today for long-term care planning.
Brian, has developed a true understanding and appreciation for the many options and offerings available today, driven by the need to help his own family members as they moved into long-term care situations, Brian founded 525 Long Term Care Advisors. Brian is the host of Long-Term Care Radio which airs every Saturday morning on KIRO Radio. Email me at Brian@525Advisors.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 mailto:Office@RJGLegal.com.
FAQs (Frequently Asked Questions)
Who should attend?
Adults interested in bettering their lives through proactive financial, estate and elder law planning should come. Whether single, married, young or old, this is for you. Parents, bring your adult children or adult children, bring your parents. This information is so important, you may want to invite another family member, a neighbor, friend, or work colleague.
Is there a fee for parking?
No, Parking is FREE.
Why is there a fee to attend?
This is an Educational Event and the small registration fee helps to offset the cost of the event. There is no obligation for attending this event.
Where can I contact the organizer with any questions?
You may call Gregorek and Associates, PLLC at (877) 284-3450 for more information on this event or to schedule a complimentary initial consultation.
Are the tickets refundable?
Tickets are fully refundable with 48-hour notice.
Is there Handicap Access?
Yes. Please call in advance for instructions: (877) 284-3450.