Oct
20
8:30 AM08:30

The Science of Retirement Investing - Bellevue

Join Tom Cock from KOMO's Talking Real Money for two of the most valuable hours you will spend this year. Forget most of what you have learned about retirement investing because most of it is totally wrong, and designed to help the salespeople to your long-term detriment.

Learn why you should be creating a retirement portfolio based on solid science and how to do it at our popular class, The Science of Retirement Investing.

Plus, you’ll learn how to create the income you need in retirement without using pricey annuities

Save $10 when you order your pre-sale tickets today.

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Sep
15
8:30 AM08:30

The Science of Retirement - Renton

Join Don McDonald for our the most valuable two hours you'll enjoy this year as he shares his new class, The Science of Retirement.

Learn why you need a retirement plan and how to create one. Then discover gow to create the wealth needed to fund your future.

Academic research undertaken over the past 50 years has led to a renaissance in retirement investment strategies. No longer is creating wealth for a brighter future a matter of hiring a financial fortune teller and hoping for the best. Today, we know what it takes to create portfolios that combine the right amount of possible risk and potential reward for your personal situation.

In this two hour class, Don, along with a number of PhD economists (many Nobel Prize winners) – from some of the most prestigious institutions in the world – will share the latest peer reviewed research on creating real retirement portfolios. The days of owning a high cost conglomeration of random assets are over. There is a better  – more scientific – way to build wealth.

Your ticket price includes a copy of Better Retirement Guidebook, coffee, and tea.

SOLD OUT

We hope you’ll attend our October 20th class in Bellevue (below)

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Aug
18
9:00 AM09:00

Retirement Roundtable

Retirement Roundtable is back for its third year! Retirement Roundtable is your opportunity to learn about many of today’s hot topics in Estate and Elder law planning for your retirement from your familiar KIRO, KTTH, KOMO and KVI radio hosts and advertisers. At this half day event you’ll learn about the new types of long term care insurance, the facts about financial planning to manage your wealth, uses of reverse mortgages, and senior housing issues all integrated with your Estate and Elder Law Planning. This is one place to learn the KEYS to a successful retirement. Whether you are years from retirement, close to retirement or are already retired, this series of classes will provide you with the information you simply must have to make wise and informed decisions. At the event you will have the opportunity to meet the speakers and sponsors and ask them any questions you may have, or just get to know them. Join Rick Gregorek, host of Your Partner In Law, for this educational event. Parking is validated and you’ll enjoy a gourmet box lunch and refreshments!

Key Sponsors and Speakers:

Rick Gregorek, Gregorek and Associates, PLLC, Integrated Estate Planning

Ted Hanson. Gregorek and Associates, PLLC, Elder Law and What You Need to Know

Tom Cock, Vestory, LLC,Financial Planning and Investment Strategies, Host of Talking Real Money

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Jul
14
9:00 AM09:00

Money & Muffins: Female Financial Fundamentals

Women face many challenges when it comes to retirement.  But with thought and preparation they can enjoy their post-working years free of financial worry.

Vestory's Barbara Devereaux has created a new class, “Female Financial Fundamentals”, which deals with the financial challenges and retirement transitions unique to women. This unique presentation gives specific, critical, and yet, simple advice to help women overcome the obstacles on the path to financial freedom

This powerful class includes stories from Barb's three decades as a financial adviser and draws on research from Nobel Prize winning academics. 

Enjoy a cup of coffee or tea, a great muffin, a possibly a brighter future with Female Financial Fundamentals on Saturday, July 14th at 9 am at Vestory's new Education Center.

There are a very limited number of seats so reserve your place right away.

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Jun
28
7:00 PM19:00

Retirement Freedom - Kirkland

This event is for young and old, married or single, regardless of your wealth or lack thereof. Take your legal and financial planning to a new level of comfort and security.

Radio host, Estate and Elder Law Attorney, Rick Gregorek, will teach you the information you must know to establish and maintain your estate or elder law plan. You will learn how to avoid the most common mistakes.

Radio host, college professor and financial advisor, Tom Cock, will show you how to create a retirement portfolio for good and bad markets, how to have income from your savings without buying unnecessary annuities and how to get the most from Social Security and how to avoid costly mistakes in retirement.

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May
5
8:00 AM08:00

Retiremeet 2018 Everett

Meet the future of your dreams at our first Retiremeet North...the Retirement Event of the Year!

Learn how to build wealth with no-load, low-cost mutual funds. Discover new ways to create retirement income without expensive annuities. Explore the confusing legal issues you could face in retirement. Get expert advice on heath care, long-term care, retirement housing and much more.

In addition to a valuable education, your ticket price includes breakfast and lunch featuring a keynote address by Paul Merriman.

Every Retiremeet completely sells out, so get your discount pre-sale tickets right now

Find out more at Retiremeet.com

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Feb
10
8:00 AM08:00

Retiremeet 2018 Bellevue

Meet the future of your dreams at the fourth annual Retiremeet...the Retirement Event of the Year!

Learn how to build wealth with no-load, low-cost mutual funds. Discover new ways to create retirement income without expensive annuities. Explore the confusing legal issues you could face in retirement. Get expert advice on heath care, long-term care, retirement housing and much more.

Again this year, Meydenbauer will be serving a gourmet lunch featuring a keynote address by author, Dan Solin.

Last year, Retiremeet completely sold out, so get your early bird tickets right now and save 25% off the regular price: $30 ($40 at the door). 

Find out more at Retiremeet.com

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Oct
28
8:00 AM08:00

Retiremeet South 2017

Meet the future of your dreams at the first Retiremeet South...the Retirement Event of the Year!

Learn how to build wealth with no-load, low-cost mutual funds. Discover new ways to create retirement income without expensive annuities. Explore the confusing legal issues you could face in retirement. Get expert advice on retirement planning, investing estate planning, asset protection, unique income strategies, and much more.

After two successful events in Bellevue, Retiremeet expands with an all new, all-day event in Tacoma on October 28, 2017. Join some of the area's top retirement experts at this valuable event – which includes a continental breakfast and lunch in your admission price. 

SAVE 50% with $15 early bird discount tickets for a very limited time.

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Oct
21
9:00 AM09:00

Retirement Roundtable - Bellevue

Once again, Talking Real Money's Tom Cock will be sharing the "Science of Retirement Investing" at Retirement Roundtable in Bellevue on Saturday, October 21st.

Retirement Roundtable is your opportunity to learn about many of today’s hot topics in retirement planning, including building the wealth you need for your retirement. At this half day event you’ll learn about the a variety of critical retirement topics from real retirement investing to elder law. Whether you are years from retirement, close to retirement or are already retired, this series of classes will provide you with the information you simply must have to make wise and informed decisions. We all look forward to the Keynote address from KIRO Radio’s John Curley. Retirement Roundtable is sponsored by our friend, attorney Rick Gregorek. Parking is validated and a gourmet box lunch and refreshments are included!

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Sep
27
12:00 PM12:00

LunchED: The Science of Retirement Investing

Join Don McDonald for lunch and a live video class, The Science of Retirement Investing on Wednesday, September 27th at noon in Bellevue.

Academic research undertaken over the past 50 years has led to a renaissance in retirement investment strategies. No longer is creating wealth for a brighter future a matter of hiring a financial fortune teller and hoping for the best. Today, we know what it takes to create portfolios that combine the right amount of possible risk and potential reward for your personal situation.

In a one hour class, Don, along with a number of PhD economists (many Nobel Prize winners) – from some of the most prestigious institutions in the world – will share the latest peer reviewed research on creating real retirement portfolios. The days of owning a high cost conglomeration of random assets are over. There is a better  – more scientific – way to build wealth.

Your ticket price includes a catered box lunch with your choice of various sandwich/salad combinations plus a freshly baked cookie and beverage.

LunchED classes sell out fast, so get your tickets right away.

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Sep
12
6:30 PM18:30

The Science of Retirement Investing - Olympia

Join Tom Cock from KOMO's Talking Real Money for two of the most valuable hours you will spend this year. Forget most of what you have learned about retirement investing because most of it is totally wrong, and designed to help the salespeople to your long-term detriment.

Learn why you should be creating a retirement portfolio based on solid science and how to do it at our popular class, The Science of Retirement Investing.

Plus, you’ll learn how to create the income you need in retirement without using pricey annuities.

View Event →
Aug
29
7:00 PM19:00

Retirement Freedom

This event is for young and old, married or single, regardless of your wealth or lack thereof. Take your legal and financial planning to a new level of comfort and security. 

Radio host, Estate and Elder Law Attorney, Rick Gregorek, will teach you the information you must know to establish and maintain your estate or elder law plan. You will learn how to avoid the most common mistakes.

Radio host, college professor and financial advisor, Tom Cock, will show you how to create a retirement portfolio for good and bad markets, how to have income from your savings without buying unnecessary annuities and how to get the most from Social Security and how to avoid costly mistakes in retirement.

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Jul
22
9:00 AM09:00

The Science of Real Investing - Utah

For the first time in Utah, join national financial expert, Don McDonald, for two of the most valuable hours you will spend this year. Forget most of what you have learned about retirement investing because most of it is totally wrong, and designed to help the salespeople to your long-term detriment.

Learn why you should be creating a retirement portfolio based on solid science and how to do it at our popular class, The Science of Retirement Investing.

Plus, you’ll learn how to create the income you need in retirement without using pricey annuities

Save $5 when you order your pre-sale tickets today.

View Event →
Jul
13
7:00 PM19:00

The Science of Real Retirement - Tacoma

Join Tom Cock from KOMO radio's "Talking Real Money" for a live class. Learn how to create and enjoy a real retirement when Tom shows you:

The science of investing based on Nobel Prize winning research

How to build a low cost risk appropriate portfolio

How to avoid running out of money in retirement

How to create a world class 401k savings plan

Strategies for taking Social Security

and much more!

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Jun
22
7:00 PM19:00

Retirement Freedom

For many of us our Retirement Accounts are a crucially important part of our estate and yet little if any strategic planning is done for these valuable accounts. Few Americans are aware of the options and opportunities now available for your Retirement Accounts. To do it right, there is a lot more to do than simply name beneficiaries of your Retirement Accounts.

Attend our Retirement Freedom workshop and learn how you establish the best plan for your situation and how to protect your Retirement Accounts for your spouse or children from creditors and divorce. If you have an IRA, 401(k), Profit Sharing Plan or 403(b) this workshop is for you.

Your presenters are Estate Planning Attorney Rick Gregorek, host of Your Partner in Law on KIRO 97.3FM and KTTH AM770 every week, along with Tom Cock, Financial Advisor, college professor and radio host of Talking Real Money on KOMO AM 1000.

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May
20
9:00 AM09:00

Retirement Investing. Retirement Income. Bellevue.

Your ultimate goal is to create a brighter future, and much of that future will be spent in retirement. Enjoying the retirement you deserve takes money. That’s why Don McDonald and Tom Cock from Talking Real Money have created two powerful new retirement classes.

First, it’s been proven that index funds outperform actively managed mutual funds. That’s why money is draining from active investing and flooding into index products. However, there is solid science that points to something even better than pure index funds.

Learn how to build a better than ideal portfolio based on the latest (much of it Nobel Prize winning) academic research as Don presents Retirement Investing - Beyond Indexing.

Most investors biggest fear is running out of money before running out of life. That has led too many retirees to hand their assets over to an insurance company for a pricey annuity. There are scientifically sound income generating alternatives that allow you to maintain ownership of your money.

Tom will help you create a better retirement income plan in his all new class, Retirement Income - Avoiding Annuities.

Both of these brand new classes will premiere at on event on May 20th at 9 am in Bellevue.

Don’t miss these valuable new classes.

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May
18
7:00 PM19:00

Retirement Investing. Retirement Income. Tukwila.

Your ultimate goal is to create a brighter future, and much of that future will be spent in retirement. Enjoying the retirement you deserve takes money. That’s why Don McDonald and Tom Cock from Talking Real Money have created two powerful new retirement classes.

First, it’s been proven that index funds outperform actively managed mutual funds. That’s why money is draining from active investing and flooding into index products. However, there is solid science that points to something even better than pure index funds.

Learn how to build a better than ideal portfolio based on the latest, (much of it Nobel Prize winning) academic research as Don presents Retirement Investing - Beyond Indexing.

Most investors biggest fear is running out of money before running out of life. That has led too many retirees to hand their assets over to an insurance company for a pricey annuity. There are scientifically sound income generating alternatives that allow you to maintain ownership of your money.

Tom will help you create a better retirement income plan in his all new class, Retirement Income - Avoiding Annuities.

Both of these brand new classes will premiere at on event on May 18th at 7 pm in Tukwila.

Don’t miss these valuable new classes.

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May
16
7:00 PM19:00

Retirement Investing. Retirement Income. Lynnwood.

Your ultimate goal is to create a brighter future, and much of that future will be spent in retirement. Enjoying the retirement you deserve takes money. That’s why Don McDonald and Tom Cock from Talking Real Money have created two powerful new retirement classes.

First, it’s been proven that index funds outperform actively managed mutual funds. That’s why money is draining from active investing and flooding into index products. However, there is solid science that points to something even better than pure index funds.

Learn how to build a better than ideal portfolio based on the latest (much of it Nobel Prize winning) academic research as Don presents Retirement Investing - Beyond Indexing.

Most investors biggest fear is running out of money before running out of life. That has led too many retirees to hand their assets over to an insurance company for a pricey annuity. There are scientifically sound income generating alternatives that allow you to maintain ownership of your money.

Tom will help you create a better retirement income plan in his all new class, Retirement Income - Avoiding Annuities.

Both of these brand new classes will premiere at on event on May 16th at 7 pm in Lynwood.

Don’t miss these valuable new classes.

View Event →
Jan
26
6:30 PM18:30

The Science of Real Investing - Mesa

Join long-time Phoenix financial talk show host, Don McDonald, for two of the most valuable hours you will spend this year. Forget most of what you have learned about retirement investing because most of it is totally wrong, and designed to help the salespeople to your long-term detriment.

Learn why you should be creating a retirement portfolio based on solid science and how to do it at our popular class, The Science of Retirement Investing.

Plus, you’ll learn how to create the income you need in retirement with using pricey annuities

Save $5 with discount presale tickets now.

View Event →
Nov
19
9:45 AM09:45

AAII Meeting - Mercer Island

  • Mercer Island Community and Event Center (map)
  • Google Calendar ICS

On Saturday, November 19th, Don and Tom will present "The History or Real Retirement Investing," a unique perspective on the evolution of science-based investing. 

Admission is free – although they ask for a donation to help defray costs. This is the AAII Puget Sound Chapter's monthly meeting and there are only a total of 200 seats available.

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Nov
17
6:30 PM18:30

Real Retirement Science

Learn how to create the wealth you need to enjoy a better financial future at Real Retirement based on solid academic research:

• Discover the only real ways to invest.

• Explore risk and why you should invest "risk first."

• Learn how to build massively diversified portfolios based on the work of dozens of financial scientists (many Nobel Laureates).

• Understand the best ways to generate a lifetime of retirement income without expensive annuities.

This is a valuable real investing education that anyone can easily grasp.

Don't wait to get your tickets because these classes typically sell out. Plus, a limited number of $5 early-bird tickets are available ($15 at the door).

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Sep
10
8:00 AM08:00

Real Retirement Roadmap

For more information visit REALRETIREMENTROADMAP.com

Even if your retirement is way off in the distance you need a good map to get you there. If you have already arrived in retirement you need a guide to help navigate retirement's twists and turns. At Real Retirement Roadmap, some of the Seattle area’s top financial, legal, and retirement experts will be on hand to guide toward or through a really great retirement. Discover how to build the wealth you need, create a lifelong income, protect your assets and much more.

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Aug
13
7:00 PM19:00

REAL MONEY TALKS: The Science of Investing

Be a part of the first Real Money Talks event on August 13th in Shoreline. Unlike TED Talks, Real Money Talks focus on the most important topic in our lives, money. Without it, life can be a struggle. Money is a source of security as well as a means to enjoy a better future.

On this special Saturday evening, popular speaker and economist Apollo Lupescu, Ph.D. presents "The Science of Investing."

Lupescu is a riveting speaker and educator. His last two presentations in Seattle have drawn standing room crowds.

Your ticket includes the presentation and a post-show special dessert reception where you will have a chance to meet and mingle with Apollo, Don, and Tom from Talking Real Money and special guests from Dimensional Funds.

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Jul
27
12:00 PM12:00

The Science of Retirement Investing - Bellevue

LAST ONE OF THE SUMMER!

Our first five LunchED events were fast sellouts, so we have scheduled our sixth class to accommodate all of you who were unable to get tickets for the first five classes.

Again, we would like to invite you to get over the hump (Wednesday) by feeding both your body and your future.

Join Don McDonald for lunch and a live video class, The Science of Retirement Investing.

Academic research undertaken over the past 50 years has led to a renaissance in retirement investment strategies. No longer is creating wealth for a brighter future a matter of hiring a financial fortune teller and hoping for the best. Today, we know what it takes to create portfolios that combine the right amount of possible risk and potential reward for your personal situation.

In this one hour class, Don, along with a number of PhD economists (many Nobel Prize winners) – from some of the most prestigious institutions in the world – will share the latest peer reviewed research on creating real retirement portfolios. The days of owning a high cost conglomeration of random assets are over. There is a better  – more scientific – way to build wealth.

Your ticket price includes a catered box lunch with your choice of various sandwich/salad combinations plus a freshly baked cookie and beverage.

View Event →
Jul
13
12:00 PM12:00

The Science of Real Investing - Bellevue

Our first four LunchED events were fast sellouts, so we have scheduled a fifth class to accommodate all of you who were unable to get tickets for the first four classes.

Again, we would like to invite you to get over the hump (Wednesday) by feeding both your body and your future.

Join Don McDonald for lunch and a live video class, The Science of Retirement Investing.

Academic research undertaken over the past 50 years has led to a renaissance in retirement investment strategies. No longer is creating wealth for a brighter future a matter of hiring a financial fortune teller and hoping for the best. Today, we know what it takes to create portfolios that combine the right amount of possible risk and potential reward for your personal situation.

In this one hour class, Don, along with a number of PhD economists (many Nobel Prize winners) – from some of the most prestigious institutions in the world – will share the latest peer reviewed research on creating real retirement portfolios. The days of owning a high cost conglomeration of random assets are over. There is a better  – more scientific – way to build wealth.

Your ticket price includes a catered box lunch with your choice of various sandwich/salad combinations plus a freshly baked cookie and beverage.

View Event →
Jun
15
12:00 PM12:00

The Science of Retirement Investing Webinar

Grab lunch and join Don McDonald for the first LunchED online national webinar, The Science of Retirement Investing.

Academic research undertaken over the past 50 years has led to a renaissance in retirement investment strategies. No longer is creating wealth for a brighter future a matter of hiring a financial fortune teller and hoping for the best. Today, we know what it takes to create portfolios that combine the right amount of possible risk and potential reward for your personal situation.

In this one hour class, Don, along with a number of PhD economists (many Nobel Prize winners) – from some of the most prestigious institutions in the world – will share the latest peer-reviewed research on creating real retirement portfolios. The days of owning a high-cost conglomeration of random assets are over. There is a better  – more scientific – way to build wealth.

Only 50 "seats" are available, so reserve your place now.

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Jun
15
12:00 PM12:00

The Science of Retirement Investing - Scottsdale

Join Don McDonald for the first LuncheED event in Phoenix, The Science of Retirement Investing.

Academic research undertaken over the past 50 years has led to a renaissance in retirement investment strategies. No longer is creating wealth for a brighter future a matter of hiring a financial fortune teller and hoping for the best. Today, we know what it takes to create portfolios that combine the right amount of possible risk and potential reward for your personal situation.

In this one hour class, Don, along with a number of PhD economists (many Nobel Prize winners) – from some of the most prestigious institutions in the world – will share the latest peer-reviewed research on creating real retirement portfolios. The days of owning a high-cost conglomeration of random assets are over. There is a better  – more scientific – way to build wealth.

Your ticket price includes a catered box lunch with your choice of various sandwich/salad combinations plus a freshly baked cookie and beverage.

Only 6 seats are available, so get your tickets now.

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