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Free financial planning seminar on Saturday

October 14, 2010 By Jaynie Jones

P1100129Financial

Recent planning session for seminar (left to right) Jaynie Jones, Greg Hollmann, Ryan Stueber, Victoria Hankwitz, Katrina Hardeman, and Sharon Jaffee

By Jaynie Jones, Community Relations Coordinator, Bridgeport Place

Seniors and their families are invited to a non-commercial, 90-minute overview of how to plan and prepare for retirement, assisted living, and long-term care on Saturday afternoon, October 16, 1:30-3:00, Bridgeport Place, 5250 Bridgeport Way West, University Place.  Seven dynamic guest speakers include:

  • Katrina Hardeman, Sterling Savings Bank, banking & savings
  • Jaffee & Hankwitz, Senior Real Estate Specialists on how to take the fear out of selling your home
  • Greg Hollmann, Financial Engineers, explains having a system to save and plan
  • Jonete Rehmke, Elder Law Attorney, trusts & wills, and more
  • Kris Durr, New York Life, long-term care & life insurance
  • Ryan Stueber, American Family Insurance, renter’s insurance & auto policies

Each guest speaker will present insight and information in a non-commercial program; not a sales pitch. Refreshments will be served.  There will be an opportunity to meet the professionals and ask specific questions following the program and to obtain printed materials for review.

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