With many Americans now spending as many as thirty years in retirement, how do you plan for a long and fulfilling retirement?
Join us for a special 1-day summit on how to get ready for retirement. What do you need to be thinking about? What challenges and opportunities should you be focused on now and in the future.
How to be a Better Investor
The Five Biggest Mistakes Retirees Make
History of Capitalism & Why it Matters to Investors Today
Panel Discussion on Financial Best Practices, including
College Planning Strategies
Tax & Estate Planning Fundamentals
Lunch and all materials will be provided.
Apella Capital, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that any discussion or information contained in this material will serve as the receipt of, or as a substitute for, personalized investment advice from Apella or your adviser. Please be advised that Apella does not provide tax or legal advice and nothing stated or implied here in this material should be inferred as providing such advice.