5440 SE Kellogg Creek Dr.
Milwaukie, OR 97222
RSVP by Wednesday, June 10th
Special guest speaker Kathy Sharp returns to discuss key areas of health, housing, and finances that families should consider when preparing to provide care or hire caregiving resources. You may remember Kathy from her previous presentation, “Aging into Poverty.” This updated discussion offers practical guidance and helpful next steps for individuals and families alike.
Following Kathy’s presentation, Jim Malanowski will share timely insights on retirement planning and other important financial topics to help you stay prepared for the future.
Attendees will receive a detailed take-home guide designed to help organize important information for themselves and/or caregivers.
We encourage you to invite someone who may benefit from this information — a future caregiver, loved one, family member, or friend.
James W. Malanowski LUTCF
Oregon Ins. Lic. #34228
Washington Ins. Lic. #161643
Utah Ins. Lic. #202605
Arizona Ins. Lic #34228
Idaho Ins. Lic. #34228
California Ins. Lic. #4114966
Tennessee Ins. Lic. #832696
Nevada Ins. Lic. #42828
Texas Ins. Lic. #1003377
Green Line NW, LLC
Oregon Ins. Lic. #100293643
American Equity Client Portal Registration Page: Click here
Allianz Client Portal Registration Page: Click here
Reach out to us by calling (503) 908-0109 or by emailing office@GreenLineNW.com if you’d like assistance!