We are excited you are able to join us for this live streaming event with some of the best and brightest minds in America on a wide range of topics. They are here to provide honest, non-conflicted advice, so enjoy it!

Have a question? Email us here or at management.bellevue@apellawealth.com

Note: For our virtual audience, we will try our best to get questions to Tom and Don during Q&A after the final presentation. If your question is not answered during the live event someone will respond after the event. Please note that questions will not go directly to any of the speakers while they are presenting.

Meet with an Advisor – Get a free Retiremeeting with one of our 100% fiduciary advisors to help you get on track for a brighter future – and receive a recently updated version of Financial Fysics (which includes a critical look at crypto investing). Sign-up here

YouTube troubleshooting: Click Here

Get the event program:
Download the program in PDF format here

Handouts:

Principles of Financial Planning

Paul Merriman’s Quilt Chart Handout

Paul Merriman’s Investing Portfolios Handout

5 Estate Planning Tips Handout

Tom’s Retirement Income Essentials Handout

Herb Weisbaum Consumerpedia Handout

American Senior Resources Handout

Apella Client Services Handout

Visit the website: https://retiremeet.com/

We will be recording all the speakers presentations and will have them available to watch again on our YouTube channel. You will also receive an email with access to the video in early March.

Join Tom and Don on Talking Real Money which now airs on KNWN, Northwest News Radio, AM 1000, FM 97.7 Saturdays from Noon to 2 p.m. PT

Thank you for joining!