Retirement Roundtable is back for its encore performance! 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 and KOMO 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 and the essential of 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. We all look forward to the Keynote address from KIRO Radio’s John Curley. Join Rick Gregorek, host of Your Partner In Law along with financial advisor Tom Cock, Host of Talking Real Money on KOMO and Brian Ott, Long Term Care Specialist and host of Long Term Care Radio on KTTH and more great speakers for this educational event. Parking is validated and we’ll be providing a gourmet box lunch and refreshments!

Meet Your Key Speakers

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 co-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.

Tom Cock, Principal and Managing Director founded Vestory, LLC a financial services company offering fiduciary financial services to individuals, couples and companies. Tom is a long time financial journalist, investment manager, business owner and college professor. In his current capacity Tom oversees the advising, compliance and business operations of Vestory as well as working with his own clients. Tom is the co-host of Talking Real Money which airs Saturdays on KOMO AM 1000 at noon and is a popular podcast. As a financial journalist, Tom was the host of PBS’ Serious Money where he was nominated for a Regional Emmy. Tom is also an adjunct professor at Northwest University. Tom is active in the community as a member of the Rotary Club of Bellevue, the Planned Giving Advisory Council for Whitman College and was a founding member of the Washington News Council. Tom is an active sportsman and is a licensed referee and spends considerable time officiating high school soccer. Email me at Tom@Vestory.com.

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 educate people on the new options and programs available today for long-term care planning. Email me at Email me at Brian@525Advisors.com. 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.

Steven Elliott, President and Chairman founded Capstone Trust, along with his partners, as a non-bank trust company capable of serving as a trustee, executor and professional fiduciary. In his current role, Steven oversees all aspects of company compliance, corporate governance and business development. Steven began his career as a wealth manager with Morgan Stanley where he distinguished himself amongst his peer group on a national basis before moving into private practice. Steven now has the joy of working with a variety of wealth managers, attorneys and CPAs as they work collectively to design and implement the best possible solutions to protect client wealth and accomplish their own unique objectives. Steven is active serving in his local church as well as within the veterans’ community having himself served in Afghanistan. You can contact Steven at svelliott@capstonetrust.net, or www.CapstoneTrust.net.

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, your parking will be validated.

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 also 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 48-hour notice. You must go through Eventbrite for your refund as they handle all credit card transactions.

Is there Handicap Access?

Yes.