GLASTONBURY, CT
OCTOBER 19, 2024
Glastonbury, CT
October 19, 2024
Join leading experts for the 10th anniversary of RETIREMEET, and our first annual RETIREMEET EAST in Glastonbury, CT! You will learn how to better navigate the modern complexities of retirement, along with other critical topics such as protecting yourself from cyber threats, strategizing charitable giving, and planning for the college education of your children and grandchildren.
Don’t miss inspiring talks from Tom & Don of Talking Real Money, along with many other notable speakers. Each attendee receives a full day of education on critical retirement topics from leading experts, breakfast and lunch, and a 10th-anniversary commemorative program filled with timely articles.
Tickets On Sale Now!
RETIREMEET EAST 2024 tickets are now available. Early bird pricing until August 31 - limited seats available. Reserve your seat before it’s too late!
Symmetry Partners
151 National Dr, Glastonbury, CT 06033
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Tickets On Sale Now!
Can’t make it in person? Join our Virtual Event where you can watch the live stream of RETIREMEET EAST 2024.
On Friday, October 18, you will receive your link to join the live video on Saturday, October 19.
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AGENDA
WELCOME
Tom Cock, Co-Host, Talking Real Money & Jason Gentile, Chief Wealth Officer, Apella Wealth
9:00AM - 9:15AM
THE KEYS TO A SUCCESSFUL RETIREMENT PORTFOLIO
Don McDonald, Co-Host, Talking Real Money
9:15AM - 9:45AM
HOW TO CREATE SUSTAINABLE RETIREMENT INCOME
Tom Cock, Co-Host, Talking Real Money
9:45AM - 10:15AM
10:15AM - 10:30AM
BREAK
RETIREMENT PLANNING REDESIGNED
Jason Gentile, Chief Wealth Officer, Apella Wealth
10:30AM - 11:15AM
PROTECTING YOURSELF FROM CYBERCRIME
Adam Moseley, Managing Director, Schwab Advisor Services
11:15AM - 12:00PM
12:00PM - 12:30PM
BREAK/LUNCH
HISTORY OF CAPITALISM
William Chettle, Head of Client Experience & Advisor Services, Symmetry Partners
12:30PM - 1:00PM
NAVIGATING TURBULENT MARKETS
Apollo Lupescu, Vice President, Dimensional Fund Advisors
1:00PM - 2:00PM
CHARITABLE GIVING STRATEGIES
Cori Oliver, Director of Relationship Management, Schwab Charitable
2:15PM - 3:00PM
BREAK
2:00PM - 2:15PM
3:00PM - 3:30PM
COLLEGE PLANNING FOR PARENTS & GRANDPARENTS
Jim Femia, Senior Financial Advisor, Apella Wealth
Q & A
3:30PM
OUR SPONSORS
