enjoy a recap of the event
Find the presenter videos, slideshows, and handouts below.
Please find the presenter videos, slideshows, and handouts below
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financial fysics
Don McDonald - Co-Host, Talking Real Money
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Paying for Retirement
Tom Cock - Co-Host, Talking Real Money
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the value of a financial plan
Jason Gentile - Director of Planning, Apella Wealth
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Getting Medicare right
Kevin Peterson - American Senior Resources
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Do you need long-term care?
Barbara Devereaux - Managing Advisor, Apella Wealth
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Saving on taxes in retirement
By Diana Bacon, Partner & Senior Financial Advisor - Apella Wealth
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Critical investing in retirement
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charitable giving
By Stacie Nemetz and Taylor Cock - Apella Wealth
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The future of investing
Apollo Lupescu - Dimensional Fund Advisors
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Happiness is an Inside Job
Rebecca Crichton - Executive Director, Northwest Center for Creative Aging
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Q&A with tom and Paul
Tom Cock and Paul Merriman take questions from the audience
contact us
Apella Wealth
2821 Northup Way
Suite 150
Bellevue, WA 98004
800.386.3004
management.bellevue@apellawealth.com