2024 Income Tax Planning

Join us Wednesday, April 24th at 10 am PDT/1 pm EDT

Taxes have not simplified and seem to come with many surprises. Apella Wealth, through its Women's Initiative, presents 2024 Income Tax Planning. Diana Bacon and Claire Thornton will review types of income, deductions, and tax reducing strategies. Let's get 2024 off to a solid start.

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Retiremeet 2024 Bellevue

February 24, 2024 - 8AM to 3PM PT in Bellevue, WA

Learn many critical aspects of retirement from Social Security, income, housing, Medicare, and estate planning at the 10th annual Retiremeet. You will hear from experts like Paul Merriman, Talking Real Money's Tom and Don, and ConsumerMan Herb Weisbaum. Plus, get personal help on your retirement plan.

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Navigating Turbulent Financial Markets: 2023 Year in Review

January 16, 2024 - 9 AM PT / 12 PM ET

Apollo D. Lupescu, PhD from Dimensional Fund Advisors gives insight to the markets. Apollo's 2023 market review included a review of the 2023 global financial markets, global politics and the stock market, the impact of interest rates fluctuations on investors and consumers, and election cycles and investors’ portfolios. Check out the video below.

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Year End Tax & Retirement Planning

December 2, 2023 - 9 AM PT / 12 PM ET

Diana Bacon and Claire Thornton will discuss those last-minute items for you to review in your income tax planning. Items like capital gains, capital losses, donations, other itemized deductions, Roth conversions, and gifts all need to be settled prior to the ball dropping on December 31. IRA contributions and SEP contributions extend into next year. No matter your stage in life, we encourage you to attend one or all our sessions. Gain knowledge to help you make critical decisions that may affect your financial well-being. Join us or share with someone who may be interested. Sessions are 45 minutes with a 15-minute Q&A at the end.

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Are You Vulnerable to Financial Abuse

October 21, 2023 - 9AM / 12 PM ET

Unfortunately, abuse is a part of many relationships. We will use this session to define financial abuse in domestic partnerships. We will look at signs and identify ways to protect yourself. Financial abuse is one more avenue for an abuser to control their victim. Likewise, elder financial abuse is a significant problem and is expected to become worse with the aging of America. Join Diana Bacon CFP® as she discusses the common types of financial abuse of women in relationships and elderly, and what to do if you suspect it. Join us Saturday, October 21st at 9am PT / 12 PM ET for our "Are You Vulnerable to Financial Abuse?" webinar. No matter what your stage in life, we encourage you to attend one or all our sessions. Gain knowledge to help you make critical decisions that may affect your financial well-being. Join us or share with someone who may be interested. Sessions are 45 minutes with a 15-minute Q&A.

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Social Security - What Every Woman Needs to Know

September 23, 2023 - 9 AM PT / 12 PM ET

Navigating Social Security is challenging. From confusing information to rules that change, it is important to have a solid understanding of your benefits so you can plan appropriately. Please join us Saturday, September 23rd, 2023 at 9 am PST/12 pm EST with our guest speaker Susan Campbell from Safety Net Consulting, LLC. Susan gained her expertise from 30 years at the Social Security offices. She will share those expertise by giving the important facts to know about Social Security. No matter your stage in life, we encourage you to attend one or all our sessions. Gain knowledge to help you make critical decisions that may affect your financial well-being. Join us or share with someone who may be interested. Sessions are 45 minutes with a 15-minute Q&A at the end.

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Leaving a Legacy with Purpose

August 26, 2023 - 9 AM PT / 12 PM ET

Investing time in legacy planning is a gift you can give your loved ones, ensuring your values, wisdom, and resources are cherished for generations. Our CFP®s Joyce Bloomquist and Kathy Parks will cover everything from the definition of a legacy to taxes and important estate planning documents. Whether you are just starting your estate planning journey or looking to refine your existing strategy, this webinar will provide valuable guidance on how to strategically plan and preserve your wealth to pass along to your heirs and causes important to you. Don’t miss this opportunity to take the first step towards leaving a purposeful and meaningful legacy. Join us on Saturday, August 26th at 9 am PT/ 12 pm ET for our Leaving a Legacy with Purpose webinar.No matter your stage in life, we encourage you to attend one or all our sessions. Gain knowledge to help you make critical decisions that may affect your financial well-being. Join us or share with someone who may be interested.Sessions are 45 minutes with a 15-minute Q&A at the end.

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Investing 201 - Your Portfolio - Applying What You Know

July 29, 2023 - 9 AM PT

Do you feel overwhelmed when thinking about investing or when looking at your investment statements? You are not alone! With so many differing views and thousands of investment options out there, it is no wonder so many of us feel paralyzed with information overload and have no idea if we are taking the right steps with our money. If this resonates with you, join us on Saturday, July 29th at 9am PT for our Investing 201 webinar. Back in March, we went over why investing is important and how to get started in our Investing 101 – The Basics webinar. Building on that, in this session, we will outline the key considerations you should have when choosing your investments so that your portfolio make sense for you and your long-term goals. Topics of discussion will include risk tolerance, diversification of assets, tax implications of your investments and much more.

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Property Settlement 101 - Learning the Basics

June 17, 2023 - 9 AM PT

Are you new to the world of property settlements and looking to gain a comprehensive understanding of the basics? Join our informative webinar, "Property Settlement 101," where we will demystify the process and equip you with the essential knowledge to navigate property settlements with confidence.
Property settlement is a crucial step in the buying or selling of real estate, and understanding its intricacies is vital to ensure a smooth and successful transaction. Whether you are a first-time homebuyer, an investor, or a real estate professional, this webinar is designed to provide you with a solid foundation in property settlement procedures.

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Understanding Your Stock Compensation

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 & Retire Strong

In Keep Calm & Retire Strong, Tom & Don, the hosts of the popular Talking Real Money, show you how to construct a portfolio for good markets and bad markets, how to create an income stream in retirement, and how to live a happy retirement during turbulent times.

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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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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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