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

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