• Road to Retirement Panel

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    Name: Road to Retirement Panel
    Date: September 12, 2019
    Time: 6:00 PM - 8:00 PM PDT
    Event Description:
    An assembled panel of skilled professionals answering your questions on various topics relevant to planning for, and living in, retirement.

    The First 30 People to Register Will Receive a Pint On Us!

    Check out our Facebook Event for more info: https://www.facebook.com/events/624400948068340/

    Panelists:

    Estate Planning Attorney: Lauren Jones of Gallagher Jones LLP focuses on how to protect yourself and assets with comprehensive wealth transfer plan that handles incapacity and death.

    Business Attorney: Kathleen Gallagher of Gallagher Jones LLP is passionate about helping business owners ensure that their business assets and profits are legally structured to maximize retirement benefits.

    Certified Public Accountant: Dustin Dumars CPA takes pride in giving his clients peace of mind that their accounting and finances are handled with care and professionalism that will prepare them for their future retirement.

    Mortgage Loan Originator: Lori Hawkins of Mid Valley Funding & Inv. advises clients on ways to pay off mortgages before retirement or to use their real estate investment to supplement their income during retirement.

    Professional Organizer: Staci Zabell and Diane Kidwell of New Leaf Senior Transitions assist older adults and their families with the daunting process of downsizing and relocating.

    Certified Financial Planner: Pamela Rodriguez CFP of Fulfilled Finances helps families and business owners align their finances with their values to fulfill their dreams.
    Event Media:
    Location:
    Yolo Brewing Company
    1520 Terminal Street 
    West Sacramento, CA 95691
    Date/Time Information:
    Thursday, September 12, 2019 at 6PM - 8PM
    Contact Information:
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