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Upcoming Retirement Planning Workshop – August 18th.

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Posted on by Concierge Care Advisors

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 your familiar KIRO, KTTH, KOMO and KVI radio hosts and advertisers. At this half day event you’ll learn about the new types of long term care insurance, the facts about financial planning to manage your wealth, uses of reverse mortgages, and senior housing issues all integrated with your Estate and Elder Law Planning. This is one place to learn the KEYSto 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 any 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!

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

Additional Speakers and Sponsors to be announced.

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?

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. Parking and a gourmet box lunch are included.

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 7-day Notice. As this is a large event and lunch is being provided any refunds must be made 7-days before event to ensure we order the proper number of meals.

Is there Handicap Access?

Yes. Please call in advance for any assistance required: (877) 284-3450.

Visit the Retirement Roundtable now.

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Why Choose Us

No Cost for Families

Our services are entirely free for families. We are compensated by the senior living community or retirement community we refer to, allowing us to help all families with this important journey at no cost to them.

Boots on the Ground

We thoroughly vet every community and professional we work with, ensuring you receive the quality service you deserve. We set benchmarks that matter and only partner with professionals and communities that meet our high standards.

Personalized Choice

With personal relationships with over 2,200 senior living communities throughout the State of Washington alone, including assisted living communities, retirement communities, and independent living communities, we provide more than 2,000 senior living options.

White-Glove Service

You and your loved ones are our focus. From the moment we meet until the day your loved one moves in, we’re by your side every step of the way to ensure your family has the support it deserves. It doesn’t stop there either – stay connected for physician-informed guidance and knowledge to ensure your loved one is receiving the quality care they need.

Expertise Backed by Our Physicians Advisory Board

At Concierge Care Advisors, our team of Certified Advisors is enhanced by the insights and expertise of our Physicians Advisory Board. This panel of medical professionals plays a crucial role in shaping our senior care and transition services, ensuring they meet the high standards of quality and care that our brand is known for. With their guidance, we deliver a more comprehensive range of services, benefiting both families and healthcare professionals.

Our Physicians Advisory Board members actively share their knowledge with our community. They regularly contribute to #TheSeniorSpotlight Podcast, where they discuss critical topics in senior care, and publish thought leadership articles on our blog and in industry publications. Learn more about our Physician Advisory Board here. 

These resources are designed to help seniors and their families make informed decisions about care options, equipping them with knowledge and providing peace of mind regarding senior health and living options. 

Listen to our Physician Advisory Board on #TheSeniorSpotlight Podcast

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