Planning Your Estate

Schedule

Fri Apr 11 2025 at 11:30 am to 01:00 pm

UTC-07:00

Location

275 Roseville Pkwy | Roseville, CA

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Free seminar to help plan your estate and prepare you for senior living. Hear from local Realtor, Financial advisor and Trust attorney!
About this Event
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Planning Your Estate

Join us for an informative afternoon on estate planning with

local professionals. Gain valuable insights from experts while

enjoying delicious gourmet appetizers and refreshments.


SPACE IS LIMITED.

Bring your questions and get expert answers in a relaxed,

welcoming atmosphere.


Contact us!

Transition services for seniors team

Kristin M. Kaminski managing attorney of Kaminski Law Group

916.540.7618

[email protected]

Certified as a Specialist in Estate Planning, Trust & Probate Law by the State Bar of California. The cornerstone of her practice is estate planning and administration, including trust administration and probate. During the planning process, Kristin provides tailored solutions to meet each client’s unique needs and desires, advising families and business owners on all aspects of estate planning.


Vincent Gonzales Keller Wiliams Realty Roseville

916.607.2114 cell

[email protected]

Senior real estate specialist. Licensed for 9 years. Part of Placer County association. Masters club Realtor since 2016 for Placer County, which is top 20% of realtors. Roseville Chamber ambassador for 5 years. Vincent is very involved with the Roseville community which includes volunteering with local non profits and community events! Vincent is part of Doxa Church Rocklin.


Margo Staplin NorCal Care Solutions LLC, CDP, CPRS, senior care consultant

916.225.2768

[email protected]

Margo has been helping families find appropriate care for their loved ones for several years. Being well-versed in local regulations, available services, and specific facilities, her knowledge can be invaluable in making informed decisions about senior care. She volunteers her time to host several Dementia Caregiver Support Groups through the Alzheimer's Aid Society.


Bill Hagerty Financial Adviser at Eagle Strategies LLC

916.744.6200

[email protected]

Bill offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

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Where is it happening?

275 Roseville Pkwy, 275 Roseville Parkway, Roseville, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Vincent Gonzales

Host or Publisher Vincent Gonzales

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