1. Funding Long-Term Care with Retirement Accounts | CLASS FULL April 27th, 10am-12pm

    Bellevue, WA Conifer Building: Friday April 27th, 10:00 - 12:00PM Speaker: Brian Ott, CLTC - Certified Long-Term Care Planning Specialist  Funding a Long-Term Care Plan with Retirement Accounts Come and learn how you can reposition a portion of your retirement accounts and fund a long-term care plan that provides immediate coverage. The money we pull out of the retirement accounts today will be t…Read More

  2. Retirement Asset Protection | Sat. May 12th 9-11am

    South Kirkland, WA Yarrow Bay Business Park : Saturday May 12th, 9:00 - 11:00AM Speakers: Brian Ott, CLTC - Certified Long-Term Care Planning Specialist & Attorney Rick Gregorek  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 emotiona…Read More

  3. Funding Long-Term Care with Retirement Accounts | May 25th, 10am-12pm

    Bellevue, WA Conifer Building: Friday May 25th, 10:00 - 12:00PM Speaker: Brian Ott, CLTC - Certified Long-Term Care Planning Specialist  Funding a Long-Term Care Plan with Retirement Accounts Come and learn how you can reposition a portion of your retirement accounts and fund a long-term care plan that provides immediate coverage. The money we pull out of the retirement accounts today will be tax…Read More