BELLEVUE, WA
FEBRUARY 8TH, 2025
Gain Confidence in Your Retirement Plan
Attend In-Person or Virtually
Join leading experts at Retiremeet 2025 to gain confidence in navigating retirement’s complexities. Learn how to build a consistent income, steer clear of common investment mistakes, and make the most of Medicare benefits—all while protecting your financial future from cyber threats. Prepare for a secure, well-planned retirement.
Don’t miss inspiring talks from Tom & Don of Talking Real Money, along with many other notable speakers. Each attendee receives a full day of education on critical retirement topics from leading experts, breakfast and lunch, and a commemorative program filled with timely articles.
AGENDA
WELCOME
Tom Cock & Don McDonald from Talking Real Money
8:00 AM - 8:15 AM
AVOID COSTLY INVESTING MISTAKES
Don McDonald, Co-Host, Talking Real Money
8:15 AM - 8:45 AM
CREATING A SUSTAINABLE RETIREMENT INCOME
Tom Cock, Co-Host, Talking Real Money
8:45 AM - 9:15 AM
RETIREMENT PLANNING REDESIGNED
Jason Gentile, Chief Wealth Officer, Apella Wealth
9:15 AM - 9:45 AM
9:45 AM - 10:00 AM
BREAK
GETTING THE MOST FROM MEDICARE
Kevin Peterson, American Senior Resources
10:00 AM - 10:30 AM
WHAT THE HAPPIEST RETIREES KNOW
Joe Saul-Sehy, Co-Host of Stacking Benjamins
10:30 AM - 11:05 AM
THE MEANING OF DIVERSIFICATION
Paul Merriman, Merriman Education Foundation
11:05 AM - 11:45 AM
11:45 AM - 12:10 PM
LUNCH
EMPOWERING NEXT GENERATION INVESTING
Roxy Butnar, Financial Advisor, Apella Wealth
12:10 PM - 12:30 PM
12:30 PM - 1:00 PM
NEW YEAR, NEW ESTATE PLAN
Kanoa Ostrem, Attorney, Ostrem Law
YOU’VE BEEN BREACHED, ACT LIKE IT
Herb Weisbaum, ConsumerMan
1:00 PM - 1:30 PM
1:30 PM - 1:45 PM
BREAK
EVOLUTION OF INVESTING
Apollo Lepescu, Vice President, Dimensional Fund Advisors
1:45 PM - 2:30 PM
2:30 PM - 3:00 PM
Q & A
Tom Cock & Don McDonald from Talking Real Money
3:00 PM
CLOSE