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love your future


Retiremeet South returns to Tacoma on
September 15th, 2018.

So pick the most convenient location to
meet the future of your dreams at our
next Retiremeet.

ORDER TACOMA PRESALE TICKETS

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love your future


Retiremeet South returns to Tacoma on
September 15th, 2018.

So pick the most convenient location to
meet the future of your dreams at our
next Retiremeet.

ORDER TACOMA PRESALE TICKETS

Meet the future of your dreams

Learn how to protect and pass along your assets. See the latest trends in retirement living. Hear about living longer while staying healthier. Explore exciting new things to do after you stop spending most of your time working.

Fall in love with your future! This full day of classes, lectures, and experiences could be the first step toward the retirement of your dreams. 

The MOney

To retire well you need money. Do you know how much? We'll help you figure that out. With pensions going away, how will you save enugh and how should it be invested. Learn the truth about most "investments" and discover the simple science of building wealth.

the comfort

You will probably live longer than previous generations. How will you stay healthy and fit in those extra years? At some point, we will all face aging and health challenges. Where will you find and afford the best care, when you need it? Find comfort at Retiremeet.

The Joy

You deserve to enjoy your retirement! Once you stop working, what will you do? Take up a new hobby? Find ways to help others? Explore places you have only imagined? At Retiremeet, you will hear new ideas and find unexpected paths to a joyful future.

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The Event


A day of future exploration, education, and discovery

The Event


A day of future exploration, education, and discovery

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a day to Meet Your ideal Future

Retiremeet is for everyone who wants to enjoy an incredible retirement. It is not just for retirees or those approaching retirement age. We will be presenting a huge variety of classes and sessions on everything from how to start investing for retirement, to health care, asset protection, lifestyles, and much more. There has never been a future planning event like Retiremeet.

An Opportunity to Learn

Throughout the day we'll present a variety of classes and lectures on critical retirement planning issues. We will have classes on real retirement investing, creating the income you will need in retirement, the critical estate and elder-law issues that you must know, social security planning, consumer protection, and MUCH more. As we get closer to the event we will post a tentative schedule. 

A MAKEOVER to SAVE YOUR FUTURE

Take advantage of FREE 401k "makeovers" throughout the day. Just bring your latest statement and an investment adviser will help you create the best possible portfolio in a private, confidential meeting.

FREE STUFF TO GO

As we conclude, you'll have a chance to talk with our experts and receive a variety of free books and other gifts.

Something for Everyone

Retiremeet will have something for everyone, because retirement is something everyone should be thinking about. We will have information for retirees, pre-retirees, and those just getting started on their future journey. 

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Tentative schedule subject to change

 
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Special Guests


Our special guests in Everett should include KOMO's Consumerman, Herb Weisbaum and keynote speaker, Paul Merriman

Special Guests


Our special guests in Everett should include KOMO's Consumerman, Herb Weisbaum and keynote speaker, Paul Merriman

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Participants


A wide variety of retirement experts will be on hand to inform, enlighten you about the most important issues you might face in retirement.

Participants


A wide variety of retirement experts will be on hand to inform, enlighten you about the most important issues you might face in retirement.

SOME of the EXPERTS TEACHING at Bellevue Retiremeet

Don McDonald

Don has been an educator and advocate for individual investors since 1988. He hosted a popular national radio show on Business Radio Network for over 20 years and published the Don McDonald Moneyletter. He and his friend and partner, Tom Cock, founded the fee-only investment advisory firm, Vestory in 2009. Don also co-hosts Talking Real Money on KOMO Newsradio and publishes real investing journal, the only magazine in the country devoted to nothing but real investing.

Paul Merriman

Paul is the retired founder of Merriman Wealth Management and now President of The Merriman Financial Education Foundation. He is the author of seven books including Financial Fitness Forever and a regular columnist in the Retirement section of MarketWatch.com, a Wall Street Journal web site. He produces videos, a weekly podcast and provides recommended Vanguard, Fidelity, Schwab and TD Ameritrade mutual fund and commission free ETF portfolios for do-it-yourself investors. 

Rick gregoek

Through his firm, GREGOREK and ASSOCIATES, PLLC, Rick which offers a full line of legal to individuals, families, and closely held businesses.  Rick is licensed to practice law in Washington and Oregon.  He is a member of the American, Washington and Oregon Bar Associations and belongs to the Sections on Real Property, Probate & Trusts, Business Law, Guardianship and Elder Law.  He earned his JD from Seattle University.  He currently co-hosts Your Partner In Law on Seattle’s KIRO 97.3 FM and KTTH AM 770 every Sunday morning at 8:00.  Rick is a frequent speaker and lecturer.

HERB WEISBAUM

Herb Weisbaum “The Consumerman” is one of America’s top consumer experts helping people save money and avoid scams for more than 35 years. His Emmy award-winning reports have exposed everything from bogus investments to identity theft. Herb is a regular contributor to NBCNews.com. He also anchors the Midday News from 1-3pm on KOMO radio.

 

TOM COCK

Tom has been in financial media for 30 years. For several years he was the host of the popular PBS television program, Serious Money. Tom helped build Merriman Capital into one of the premier fee-only invesment advisors in the country. In 2009, he founded the education-focused fee-only investment advisory, Vestory along with his long-time friend and associate, Don McDonald. In addition to his role of CEO at Vestory, Tom teaches numerous investing and retirementclasses  and co-hosts Talking Real Money every Saturday at noon on KOMO Newsradio.

Harlan Accola

Harlan has been in the mortgage industry for over 20 years and has worked with all types of loans.  His specialty and favorite has always been working amongst the 62 plus age group with over 1,000 Reverse Mortgages which has been the most rewarding part of his career.   He is now the Reverse Mortgage Director for Fairway Independent Mortgage Corporation.