Plan Your Estate, Get Ready For Senior Living
Schedule
Tue Oct 01 2024 at 05:30 pm to 07:30 pm
UTC-07:00Location
Oakmont of Roseville | Roseville, CA
About this Event
Prepare and make a plan with your family!
Transition services for adults
This is a free estate planning seminar open to everyone!
We are a team of professionals that will help you plan for your transition into senior living. Vincent Gonzales will give real estate market update. Margo Staplin is a placement referral specialist. Bill Hagerty Financial advisor and Kristin Kaminsky certified estate planner.
We can help you plan all areas of your move into senior living. If you have family that's getting ready for their move, this seminar can help you prepare. It's a big transition, you don't have to do it alone!
Agenda
5:30pm-6:00pm refreshments
6:00pm-6:15pm Vincent Gonzales, Keller Williams Realty Roseville - Market update
6:15pm-6:30pm Margo-Placement Referral Specialist
6:30pm-6:45pm Kristin Kaminski - Trusts/wills
6:45pm-7:00pm Bill Hagerty - Financial advisor
7:00pm-7:30pm Q&A
Transition services for adults team
Contact us!
Vincent Gonzales - Keller Williams Realty Roseville 916.607.2114 cell
Margo Staplin - Placement Referral Specialist - 916.225.2768
Kristin Kaminski - Certified Estate Planner- 916.540.7618
Bill Hagerty - Financial Advisor - 916.202.4729
Where is it happening?
Oakmont of Roseville, 1101 Secret Ravine Parkway, Roseville, United StatesEvent Location & Nearby Stays:
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