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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Welcome to Retiremeet 2025!
Tom Cock & Don McDonald | Co-Hosts, Talking Real Money
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Talking Real Retirement
Don McDonald | Co-Host, Talking Real Money
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Creating Sustainable Retirement Income
Tom Cock | Co-Host, Talking Real Money
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Tax Planning Stages
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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What the Happiest Retirees Know
Joe Saul-Sehy | Stacking Benjamins
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The Meaning of Diversification
Chris Pedersen | Merriman Education Foundation
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Empowering Next Generation Investing
Roxy Butnar | Apella Wealth
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New Year, New Estate Plan
Kanoa Ostrem | Ostrem Law
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You've Been Breached, Act Like It
Herb Weisbaum | ConsumerMan
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Evolution of Investing
Apollo Lupescu | 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