Educational Events and Webinars

Reducing the Friction in Estate Planning

May 22nd, 2025 at 4:00 PM ET / 3:00 PM CT / 1:00 PM PT

Important considerations in developing your estate plan and tactics to optimize giving to loved ones in effective and tax-efficient ways.

Federal Executives: It's a New Administration. Stressed? Frustrated? Worried?

April 30, 2025 or May 3, 2025

Learn what you need to know to prepare for and retire from federal service with confidence. Join Shawn Steel, J.D., CFP® and Andrew Chaffee, CFP® as they discuss insights for federal executives and professionals preparing for retirement.

Stocks Fall, Rates Stall, How to Survive the Squall

April 29, 2025 at 9am PT / 11am CT / 12pm ET

Join us for an engaging discussion as Tom and Don from Talking Real Money, along with Derek Jobe, lead advisor at Apella, dive into how to weather the squall in the current market environment. Tom, Don and Derek will touch on recent stock market volatility, interest rates, tariffs and inflation and the importance of diversification and fixed income.

Behavioral Finance & Investments: How to Position Your Portfolio for Success in Any Administration.

April 24th, 2025 at 4:00 PM ET / 3:00 PM CT / 1:00 PM PT

Join Apella Wealth advisors Phil Calandra and Shawn Steel as they share insights into how behavioral finance impacts investment decisions and strategies to navigate market shifts, no matter the political landscape.

The Social Security Puzzle: Putting the Pieces Together for Your Financial Future

March 25th, 2025 at 4:00 PM ET / 3:00 PM CT / 1:00 PM PT

We are excited to invite you an insightful discussion on Social Security and how to maximize your benefits. Join Apella Wealth's Chief Wealth Officer, Jason Gentile, as we explore key strategies to help you make the most of your retirement income.

Beyond the Brackets: Apella's Guide to Navigating Taxes for 2024, 2025, and Beyond

March 4th, 2025 at 3:00 PM ET / 2:00 PM CT / 12:00 PM PT

We are excited to invite you to our upcoming webinar, Beyond the Brackets: Apella Wealth’s Guide to Navigating Taxes for 2024, 2025, and Beyond. Join us as Apella Wealth advisors Ed Richter, Claire Thornton and Matt Gallagher provide you with the essential strategies and insights to help you plan ahead and optimize your tax situation.

Retiremeet 2025

Saturday, February 8th, 2025 8:00AM PT - 3:30 PT

Join leading experts at Retiremeet 2025 (in-person or virtually) to gain confidence in navigating retirement’s complexities. Learn how to build a consistent income, steer clear of common investment mistakes, and make the most of Medicare benefits—all while protecting your financial future from cyber threats. Prepare for a secure, well-planned retirement.

Comprehensive Review of 2024 with Apollo Lupescu

Tuesday, January 14th at 5 PM ET/2 PM PT

Apollo Lupescu, PhD with Dimensional Fund Advisors will present a comprehensive review of the financial markets in 2024. Gain valuable insights into topics such as post-election considerations, strategies for navigating markets at all-time highs, and uncertainties in politics, economics and global tensions.

Charitable Giving Strategies

November 7, 2024 at 5PM ET / 2PM PT

Is your charitable giving strategy maximizing both impact and tax benefits? Join our live webinar where Cori Oliver from Schwab Charitable explores important tax considerations, strategies to make a bigger impact, and aligning giving with your financial goals. Don't miss this opportunity to learn valuable insights and ask questions to optimize your strategy.

Falling Rates, Volatile Markets andthe Upcoming Election

October 15, 2024 at 9am PT / 11am CT / 12pm ET

An engaging quarterly review discussion as Tom and Don from Talking Real Money, with Derek Jobe, lead advisor at Apella, dive into how falling rates, volatile markets, and the upcoming presidential election could impact your financial future.

Cybersecurity: How to Protect Your Information

October 09, 2024 at 4PM ET, 1PM PT

As technology rapidly advances, cybercriminals are becoming more sophisticated, and your personal data is at greater risk than ever. Adam Moseley from Schwab will reveal critical steps you need to take now to protect your identity and assets before it’s too late.

Apollo presents Presidential Election and the Markets

September 24, 2024 at 5PM ET, 2PM PT

How do U.S. presidential elections affect stock market performance? You’re invited to join us on September 24th with Apollo D. Lupescu, PhD, Vice President at Dimensional Fund Advisors for a discussion about how to navigate the complexities of the markets during times of political uncertainty.

Controlling the Cost of College

September 14, 2024 at 3PM PT

Are you a teen or a parent looking to navigate financial aid? Jamison McAndie will discuss how the financial aid system works and how to maximize your aid. Discover the Department of Education’s calculations and get strategies to secure top education at the lowest cost.

Women's Financial Independence Initiative presents Building Wealth and Financial Independence

Wednesday, July 24, 2024, 10:00 AM PST/ 1:00 PM EDT

What does it mean to build wealth? What is financial independence? Join Joyce Bloomquist and Roxana Butnar as they discuss accumulating wealth and decumulating wealth. Together we will learn about saving in order to invest and then how to live off your investments.

2024 Mid-Year Review: Trends, Challenges and Opportunities

July 10, 2024 - 5PM EST to 6PM EST

We’re pleased to invite you to our upcoming webinar with Apollo D. Lupescu, PhD, Vice President at Dimensional Fund Advisors. Apollo will delve into key trends, challenges and opportunities shaping the economic landscape. Key topics include: Current Economic Landscape: Analysis and Outlook Market Trends and Emerging Opportunities Strategic Considerations for the Second Half of the Year.

2024 Income Tax Planning

April 24, 2024 - 10AM PT / 1PM ET

Taxes have not simplified and seem to come with many surprises. Apella Wealth, through its Women's Initiative, presents 2024 Income Tax Planning. Diana Bacon and Claire Thornton review types of income, deductions, and tax reducing strategies. Get 2024 off to a solid start.

Quarterly Connection with Tom & Don

April 16, 2024 - 9 AM PT / 12 PM ET

Learn what to make of the global economy and its unusual interest rate environment. Tom & Don, hosts of Talking Real Money, joined by Team Lead and Financial Advisor Derek Jobe to discuss the global economy. How did the upside-down yield curve impact the markets, and your portfolio, in the first quarter of 2024?

Retiremeet 2024 Bellevue

February 24, 2024 - 8AM to 3PM PT in Bellevue, WA

Learn many critical aspects of retirement from Social Security, income, housing, Medicare, and estate planning at the 10th annual Retiremeet. You will hear from experts like Paul Merriman, Talking Real Money's Tom and Don, and ConsumerMan Herb Weisbaum. Plus, get personal help on your retirement plan.

Navigating Turbulent Financial Markets: 2023 Year in Review

January 16, 2024 - 9 AM PT / 12 PM ET

Apollo D. Lupescu, PhD from Dimensional Fund Advisors gives insight to the markets. Apollo's 2023 market review included a review of the 2023 global financial markets, global politics and the stock market, the impact of interest rates fluctuations on investors and consumers, and election cycles and investors’ portfolios. Check out the video below.

Year End Tax & Retirement Planning

December 2, 2023 - 9 AM PT / 12 PM ET

Diana Bacon and Claire Thornton will discuss those last-minute items for you to review in your income tax planning. Items like capital gains, capital losses, donations, other itemized deductions, Roth conversions, and gifts all need to be settled prior to the ball dropping on December 31. IRA contributions and SEP contributions extend into next year. No matter your stage in life, we encourage you to attend one or all our sessions. Gain knowledge to help you make critical decisions that may affect your financial well-being. Join us or share with someone who may be interested. Sessions are 45 minutes with a 15-minute Q&A at the end.

Are You Vulnerable to Financial Abuse

October 21, 2023 - 9AM / 12 PM ET

Unfortunately, abuse is a part of many relationships. We will use this session to define financial abuse in domestic partnerships. We will look at signs and identify ways to protect yourself. Financial abuse is one more avenue for an abuser to control their victim. Likewise, elder financial abuse is a significant problem and is expected to become worse with the aging of America. Join Diana Bacon CFP® as she discusses the common types of financial abuse of women in relationships and elderly, and what to do if you suspect it. Join us Saturday, October 21st at 9am PT / 12 PM ET for our "Are You Vulnerable to Financial Abuse?" webinar. No matter what your stage in life, we encourage you to attend one or all our sessions. Gain knowledge to help you make critical decisions that may affect your financial well-being. Join us or share with someone who may be interested. Sessions are 45 minutes with a 15-minute Q&A.

Social Security - What Every Woman Needs to Know

September 23, 2023 - 9 AM PT / 12 PM ET

Navigating Social Security is challenging. From confusing information to rules that change, it is important to have a solid understanding of your benefits so you can plan appropriately. Please join us Saturday, September 23rd, 2023 at 9 am PST/12 pm EST with our guest speaker Susan Campbell from Safety Net Consulting, LLC. Susan gained her expertise from 30 years at the Social Security offices. She will share those expertise by giving the important facts to know about Social Security. No matter your stage in life, we encourage you to attend one or all our sessions. Gain knowledge to help you make critical decisions that may affect your financial well-being. Join us or share with someone who may be interested. Sessions are 45 minutes with a 15-minute Q&A at the end.

Leaving a Legacy with Purpose

August 26, 2023 - 9 AM PT / 12 PM ET

Investing time in legacy planning is a gift you can give your loved ones, ensuring your values, wisdom, and resources are cherished for generations. Our CFP®s Joyce Bloomquist and Kathy Parks will cover everything from the definition of a legacy to taxes and important estate planning documents. Whether you are just starting your estate planning journey or looking to refine your existing strategy, this webinar will provide valuable guidance on how to strategically plan and preserve your wealth to pass along to your heirs and causes important to you. Don’t miss this opportunity to take the first step towards leaving a purposeful and meaningful legacy. Join us on Saturday, August 26th at 9 am PT/ 12 pm ET for our Leaving a Legacy with Purpose webinar.No matter your stage in life, we encourage you to attend one or all our sessions. Gain knowledge to help you make critical decisions that may affect your financial well-being. Join us or share with someone who may be interested.Sessions are 45 minutes with a 15-minute Q&A at the end.

Investing 201 - Your Portfolio - Applying What You Know

July 29, 2023 - 9 AM PT

Do you feel overwhelmed when thinking about investing or when looking at your investment statements? You are not alone! With so many differing views and thousands of investment options out there, it is no wonder so many of us feel paralyzed with information overload and have no idea if we are taking the right steps with our money. If this resonates with you, join us on Saturday, July 29th at 9am PT for our Investing 201 webinar. Back in March, we went over why investing is important and how to get started in our Investing 101 – The Basics webinar. Building on that, in this session, we will outline the key considerations you should have when choosing your investments so that your portfolio make sense for you and your long-term goals. Topics of discussion will include risk tolerance, diversification of assets, tax implications of your investments and much more.

Property Settlement 101 - Learning the Basics

June 17, 2023 - 9 AM PT

Are you new to the world of property settlements and looking to gain a comprehensive understanding of the basics? Join our informative webinar, "Property Settlement 101," where we will demystify the process and equip you with the essential knowledge to navigate property settlements with confidence.
Property settlement is a crucial step in the buying or selling of real estate, and understanding its intricacies is vital to ensure a smooth and successful transaction. Whether you are a first-time homebuyer, an investor, or a real estate professional, this webinar is designed to provide you with a solid foundation in property settlement procedures.

Understanding Your Stock Compensation

Whether you're a seasoned executive or just starting out in your career, this webinar is a great opportunity to learn more about how stock compensation works and how you can make the most of your equity awards.

Keep Calm & Retire Strong

In Keep Calm & Retire Strong, Tom & Don, the hosts of the popular Talking Real Money, show you how to construct a portfolio for good markets and bad markets, how to create an income stream in retirement, and how to live a happy retirement during turbulent times.

Investing 101 - The Basics

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Learn about the importance of investing and what you need to know to get started. Roxana Butnar, Associate Financial Advisor at Apella, will cover basic investment principles, investment terminology and much more.

Cash Flow in Retirement

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Get managing cash flow planning tips and help with your planning for the year ahead. Diana Bacon, CFP will cover these topics and more. Click below to watch the recording.

Income Tax Planning

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Get income tax planning tips and help with your planning for the year ahead. Diana Bacon, CFP®, Senior Financial Advisor at Apella covers these topics and more: Wages and Earned Income, Pension and IRA Distributions, Rent and Royalties, and Self-Employment Income.

Quarterly Connection

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“War, Inflation and rising interest rates: a look back at a volatile year for stocks and bonds.” An overview of 2022 market performance, including stocks and bonds. Hosted by Tom Cock, Don McDonald and CFP® advisor Derek Jobe at Apella with special guest Apollo Lupescu of DFA.

Annual New Year Kick-Off

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We will review 2022 in 3 simple sets: Bad News, Good News, Exciting News. I will also share, once again, our philosophical approach to financial planning, portfolio management and behavioral investment counseling. Click below to register.

Battling the Bear

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What you will learn: Why you need true diversification, how to avoid decade-long S & P 500 market crashes, creating & managing a long-term bond strategy, how to create retirement income without expensive and confusing annuities. All participants get a free copy of Paul’s book “We’re Talking Millions”

Happiness is an inside Job

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Learn about sense of well being and wholeness, well being theory, themes for happiness, gratitude and positivity. Click below to register.

Thriving After Divorce

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Retiring in a Recession

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Understanding Personal Finance

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Life as a Widow

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