Upcoming Events and Webinars

Retiremeet 2023

Saturday, February 25th at 8 AM PT

Join us In-Person or Virtually - Learn from experienced professionals on Retirement Income, Social Security, Investing, Medicare, Estate Planning, Housing and more!Talks from Tom & Don of Talking Real Money, Apollo Lepescu, Paul Merriman and more on the future of investing.

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Past Webinars

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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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, Self-Employment Income, Investment Income, Deductions

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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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