Events

Bellevue School District Special Needs PTA Resource Fair

Saturday January 25th from 10am to 2pm

Spectrum Financial Partners will be in attendance along with many other organizations to offer help, support and answers for families with special needs children in the Bellevue School District

Come by and say hi!

https://www.bellevuespecialneedspta.com/

ELDER CARE PANEL DISCUSSION

You’re invited! - This event may be especially useful if you:

  • Are 60+ years old
  • Take care of an elderly parent
  • Might someday have responsibility for a senior

BRUNCH! Sunday, January 26, 2020

10:00 am to 12:00 pm
Maggiano’s in Bellevue
 

RSVP to Krista, [email protected]
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Through real-world stories, we’ll answer questions such as:  

  • How do I communicate my wishes for end of life care?
  • Who can make medical decisions about me if I’m unable? 
  • How do I choose between Medigap and Medicare Advantage?
  • How can I keep my medical expenses manageable in retirement?
  • How can I pay for long-term care expenses and leave money for my surviving spouse?
  • How can gifting help me pay less Washington estate tax?

There will be plenty of time for your questions.

This event can help you make more informed choices, better prepare for end of life, and have constructive conversations with family.  

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Panelists 

Jacob Menashe, JD, attorney and partner at Hickman Menashe, P.S.
Jacob and his firm work with clients from all walks of life.  He enjoys meeting people, learning their stories, and helping them put basic planning in place that will make a difference for themselves and their loved ones.

Jacob is a past chair of the elder law section of the Washington State Bar Association. He regularly speaks before state and local bar groups, estate planning councils, and senior groups on topics ranging from Medicaid planning to special needs trusts.  Jacob holds a bachelor’s degree with distinction from Stanford University and a JD from UC Hastings College of the Law, San Francisco. 

Pat Roley, Medicare broker with New Generation Strategies
Pat is your Medicare coach.  He has more than 20 years of experience in insurance.  By getting to know his clients, he identifies the right policy that is the best fit for them.  He assists with new enrollments, reviews of current policies, and can help with special needs issues.

Doug Ewing, JD, CFP, Vice President, Nationwide Retirement Institute
Doug has worked in the financial industry since 2003.  He educates clients, advisors, plan sponsors, and plan participants about the latest in retirement income solutions.  He speaks publicly throughout the western U.S. about long-term care, health care, Social Security, and tax-efficient retirement income.

Financial Planning Chats in Bellevue & Seattle

Share the issues that are on your mind.
Learn about the future issues that financial planners are thinking about and preparing for

First Saturday of every month in Bellevue

Third Thursday of every month in Seattle

Next up in Bellevue - Saturday, February 1 at 8:30 am

Brief Encounter Cafe
2632 Bellevue Way NE, Bellevue, WA 98004

Breakfast is on us.

Next up in Seattle - Thursday, January 16 at 4:30 pm

Tutta Bella
4918 Rainier Ave S, Seattle, WA 98118

Drinks and snacks on us!