BELLEVUE, WA
FEBRUARY 24, 2024
HARTFORD, CT
OCTOBER 19, 2024
BELLEVUE, WA
FEBRUARY 24, 2024
Join leading experts for the 10th annual RETIREMEET. You will learn how to construct a retirement portfolio for good markets and bad markets, how to get the most from Social Security, and the keys to creating long-lasting retirement income. You’ll also learn about Medicare, housing, and how to create purpose in your golden years.
Don’t miss inspiring talks from Tom & Don of Talking Real Money, Paul Merriman, Westin Wellington of Dimensional, and many others. Each attendee receives a full day of education on critical retirement topics from leading experts, breakfast and lunch, and a 16-page, 10th-anniversary commemorative program filled with timely articles.
SOLD OUT!
Retiremeet 2024 is sold out! Virtual Tickets are still available to attend the live stream.
Meydenbauer Center
11100 NE 6th St, Bellevue, WA 98004
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No Longer Available
Can’t make it in person? Join our Virtual Event where you can watch the live stream of Retiremeet 2024.
On Friday, February 23, you will receive your link to join the live video of Retiremeet on Saturday, February 24.
All proceeds will be donated to Financial Beginnings and Jump$tart Coalition to provide accessible financial education programming to youth and adults
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AGENDA
WELCOME
Tom Cock & Don McDonald from Talking Real Money
8:00AM - 8:15AM
INVESTING FOR RETIREMENT
Don McDonald, Co-Host, Talking Real Money
8:15AM - 8:45AM
CREATING LIFELONG INCOME
Tom Cock, Co-Host, Talking Real Money
8:45AM - 9:15AM
9:15AM - 9:45AM
NAVIGATING RETIREMENT RISKS
Jason Gentile, Director of Financial Planning & Senior Financial Advisor, Apella
GETTING MEDICARE RIGHT
Kevin Peterson, American Senior Resources
9:45AM - 10:15AM
BREAK
10:15AM - 10:30AM
10:30AM - 11:00AM
EVALUATING RETIREMENT LIVING OPTIONS
Tina Hall
PROTECTING YOURSELF
Herb Weisbaum, Consumerman
11:00AM - 11:30AM
11:30AM - 12:00PM
HOW MUCH IS ENOUGH
Paul Merriman, Merriman Financial Education Foundation
LUNCH, Q&A
Tom Cock & Paul Merriman
12:00PM - 12:45PM
12:45PM - 1:15PM
YOUR ESTATE
Beth McDaniel
1:15PM - 2:00PM
INVESTING FOR THE FUTURE
Weston Wellington, Dimensional Funds
2:00PM - 2:30PM
WHAT’S NEXT - IT’S UP TO YOU!
Rebecca Crichton
2:30PM - 3:00PM
Q&A
Tom Cock & Don McDonald from Talking Real Money
WRAP-UP
Closing Statements
3:00PM
ADDITIONAL RESOURCES
OUR SPONSORS
