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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Investing for Retirement
Don McDonald - Co-Host, Talking Real Money
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Creating Lifelong Income
Tom Cock - Co-Host, Talking Real Money
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Navigating Retirement Risks
Jason Gentile - Director of Financial Planning, Apella Wealth
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Getting Medicare right
Kevin Peterson - American Senior Resources
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Evaluating Retirement Living Options
Tina Hall
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Protecting Yourself
Herb Wiesbaum, Consumerman
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How Much Is Enough
By Paul Merriman - Merriman Education Foundation
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Your Estate
Beth McDaniel
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Investing For the Future
Weston Willington - Dimensional Fund Advisors
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What's Next - It's Up to You!
Rebecca Crichton - Executive Director, Northwest Center for Creative Aging
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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