AGENDA

WELCOME
Tom Cock & Don McDonald from Talking Real Money

8:00 AM - 8:15 AM

RETIREMENT EVOLUTION: FROM NONE TO FUN
Don McDonald, Co-Host, Talking Real Money

8:15 AM - 8:45 AM

RETIREMENT INCOME: THE 4% RULE & BEYOND
Tom Cock, Co-Host, Talking Real Money

8:45 AM - 9:15 AM

MASTERING GENERATIONAL WEALTH PLANNING
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 - 11:00 AM

HOW TO RETIRE
Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar and Senior Columnist for Morningstar.com

11:00 AM - 12:00 PM

12:00 PM - 12:30 PM

LUNCH

THE MEANING OF DIVERSIFICATION
Paul Merriman, Merriman Education Foundation

12:30 PM - 1:00 PM

1:00 PM - 1:30 PM

NEW YEAR, NEW ESTATE PLAN
Kanoa Ostrem, Attorney, Ostrem Law

1:30 PM - 1:45 PM

BREAK

ADVISOR’S ALPHA
Michael DiJoseph, CFA, Vanguard’s Investment Advisory Research Center

1:45 PM - 2:15 PM

2:45 PM - 3:00 PM

Psychology of Investing
Scott Bosworth, CFA, Dimensional Fund Advisors

2:15 PM - 2:45 PM

Q & A
Tom Cock & Don McDonald from Talking Real Money

3:00 PM

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