About this Event
In today's real estate market, young, first-time home buyers are turning to family for financial help. Unlike past generations, they face high property prices, low inventory, and rising living costs. Parents want to support their children but worry about the financial strain on their retirement if they refinance their homes.
Join us for a panel discussion featuring an estate planning attorney, a realtor, a mortgage specialist, and a retirement mortgage specialist. We have invested several months of collaboration to develop an innovative solution to help parents assist their children in buying homes without compromising their financial security. Learn how to help your children create generational wealth and secure a better future for your family utilizing a resource that is hidden in plain sight.
Don't miss this chance to gain valuable insights and practical advice from industry experts. Secure your spot today and take the first step towards helping your children own a home and secure their future.
Estate Planning Law: Kristy Hoad
Residential Mortgage Specialist: Rick Robertson
Realtor: Simon Cruz
Retirement Mortgage Specialist: Admiral Flunder
Kristy Hoad is an associate at The Law Offices of Jenny Ling, PLLC. Kristy focuses her estate planning practice on helping individuals, families, and small business owners create an estate plan that will ensure their legacy for years to come. Kristy received her Juris Doctorate from Seattle University School of Law after receiving a Master’s Degree in Jurisprudence from The University of Washington School of Law. Kristy’s lifelong experience with family-run businesses has given her a unique perspective regarding the needs of business owners. Kristy has a deep understanding of the need for strategies that can protect family assets, and has seen the impact that poor planning can have on a family.
At The Law Offices of Jenny Ling, PLLC, our focus is on making sure you and your family are taken care of, whether it be estate planning, small business advising, child protection planning, real property investing, or advising in times of financial distress. We call it planning for your legal life.
The Law Offices of Jenny Ling, PLLC was voted GOLD for Best Law Firm and Best Estate Planning Law Firm for the 2023 Best in the PNW. As the Best in the PNW GOLD Estate Planning Law Firm, we are focused on providing clients with outstanding service and legal advice for all of the legal services we provide. We customize estate plans, tailored to each client’s specific needs, and our process is client focused. We offer free consultations to get to know our clients’ goals and concerns, and to develop the outline of each client’s particular estate plan during individualize planning sessions before our clients are ever obligated to pay for our services. All of our estate planning services are offered on a flat-fee basis so that our clients are encouraged to ask all of their questions during the planning process. We also provide a review of our clients’ estate plan every three years at no additional cost. We are committed to helping people create estate plans that are customized to their family's unique needs and will help them avoid conflict. We are also passionate about providing a welcoming, open, and affirming space for all families and individuals, regardless of background or identity, to seek legal services.
Rick Robertson is a Certified Mortgage Planning Specialist & the Pacific Northwest Branch Manager (MLO-120044) for Axia Home Loans of Bellevue Washington. With over 18 years of mortgage banking and real estate experience, Rick is highly capable of handling even the most complicated real estate finance scenarios with confidence and expertise. Rick believes in the responsibility of helping his clients professionally manage their debt with a mortgage strategy that integrates their overall long and short term financial and investment goals and their Payment, Equity, Cash Flow and Tax Objectives. Rick’s belief in the importance of housing and building community is also evidenced by his service on the Board of Imagine Housing, a local non-profit dedicated to providing permanent, affordable housing for those in Eastside communities. As a well-respected industry leader, Rick was the recipient of the 2016 WAMP Business and Humanitarian Award as Outstanding Loan Officer of Washington state.
Simon Cruz is a Broker & Client Specialist at Jon Bye & Associates Realty. Simon believes in the buying and selling of real estate, in building generational wealth for all people and families. He's been fortunate enough to work on an amazing team for the past 8 years, The Jon Bye & Associates Team. Simon prides himself on giving honest professionalv advice, while staying present keeping your intentions top of mind. His goal is to be your real estate professional for life! Volunteering, and giving back to the community, are huge pillars of his business. Growing up in the Puget Sound Region has helped him guide clients through the robust PNW Real Estate market.
Admiral Flunder is a seasoned Retirement Mortgage Specialist with a passion for empowering senior homeowners. With over four years of dedicated expertise, he has assisted numerous individuals in unlocking the value of their housing wealth to enhance cash flow, minimize tax burdens, and secure a more robust legacy for their loved ones. Prior to his focus on retirement solutions, Admiral excelled as a consultant, where he specialised in fostering engaging workplace cultures to drive employee rentention for various organizations. His multifacted background underscores his commitment to facilitating financial stabiling and fostering thriving environments, both in realm of personal finance and corporate dynamics.
Event Venue & Nearby Stays
Cascadia Pizza Restaurant and Brewery, 1820 130th Avenue Northeast, Bellevue, United States
USD 0.00