Enjoy a Recap of the Event
Find the presenter videos and handouts below.
Please find the presenter videos and handouts below
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Retirement Evolution: From None to Fun
Don McDonald | Co-Host, Talking Real Money
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Retirement Income: The 4% Rule & Beyond
Tom Cock | Co-Host, Talking Real Money
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Mastering Generational Wealth Planning
Jason Gentile | Chief Wealth Officer, Apella Wealth
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Getting the Most from Medicare
Kevin Peterson | American Senior Resources
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Common Mistakes That Make Retirement Miserable
Joe Saul-Sehy | Stacking Benjamins
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How to Retire
Christine Benz | Morningstar
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The Meaning of Diversification
Paul Merriman | Merriman Education Foundation
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New Year, New Estate Plan
Kanoa Ostrem | Ostrem Law
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Advisors Alpha: The Value of Your Advisor
Michael DiJoseph | Vanguard’s Investment Advisory Research Center
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Psychology of Investing
Scott Bosworth | Dimensional Fund Advisors
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Q&A with Tom and Don
Tom Cock and Don McDonald take questions from the audience.
Contact Us
Apella Wealth
2821 Northup Way
Suite 150
Bellevue, WA 98004
800.386.3004
management.bellevue@apellawealth.com