About this Event
Transition services for Seniors
Join us for a free Estate Planning seminar for you and your family.
Join our team of dedicated professionals for a comprehensive estate planning seminar that covers everything you need to know for your transition.
Vincent Gonzales will give real estate market update. Margo Staplin is a placement referral specialist. Bill Hagerty Financial advisor. Kristin Kaminsky certified estate planner.
This is for you if you're planning your estate inlcuding updating trusts/wills, planning your 401k, selling real estate, help with investments.
Contact us!
Transition services for seniors team
Kristin M. Kaminski managing attorney of Kaminski Law Group
916.540.7618
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
Senior real estate sepcialist. 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 invlolved 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
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
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.
Event Venue & Nearby Stays
5161 Foothills Blvd, 5161 Foothills Boulevard, Roseville, United States
USD 0.00
