Charting a Course for Career Success

June 3,2023 - 9 AM PT

Whether re-entering the workforce, changing careers, growing in one's job, and even just retaining one's job can have additional challenges for a woman. Join Diana Bacon, CFP as she hosts Carla Patton and Camille Tate, owners of The Career Salon, LLC, a consultative and HR education HUB for organizations and individuals. They are Co-Hosts of The Career Salon Podcast w/ The HR Twins, a Top-Ranked bi-weekly Podcast covering issues related to career mobility, diversity, and inclusion, recruiting, job searching, organizational culture, and leadership. 

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Understanding Your Stock Compensation

May 20,2023 - 9 AM PT

Employee Stock Compensation is an important part of your compensation package, and we want to ensure that everyone has a comprehensive understanding of how they work and the benefits they can provide.

This webinar will cover a range of topics related to Employee Stock Compensation, including:
• The basics of stock options, restricted stock and restricted stock units
• The tax implications of stock compensation
• Strategies for maximizing the value of your equity awards
• Best practices for managing your stock portfolio

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.

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Keep Calm and Retire Strong - How to Invest in Troubling Times

May 24, 2023 - 9 AM PT

Worried about the debt-ceiling battle? Concerned about a possible recession, fluctuating interest rates and a volatile stock market? What if you could invest for and during retirement in a way that helped alleviate your financial anxiety? Let us show you why worrying about the markets and acting on that distress can hurt your future. Then, we will share with you a simple, disciplined approach that can allow you to both invest and sleep better at night.

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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.

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Retiremeet 2023

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Learn from experienced professionals on Retirement Income, Social Security, Investing, Medicare, Estate Planning, Housing and more! Talks from Tom & Don of Talking Real Money.

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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.

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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.

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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.

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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.

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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”

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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.

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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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