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Getting Ready for Retirement Summit

  • Symmetry Partners & Apella Capital Offices 151 National Drive Glastonbury, CT, 06033 United States (map)

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.  

Topics include: 

  • 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

    • Retirement Income

Lunch and all materials will be provided. 


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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.

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