Agenda
| 8:00 AM - 8:15 AM | WELCOME Tom Cock & Don McDonald from Talking Real Moo‑ney |
| 8:15 AM - 8:45 AM | RETIREMENT EVOLUTION: FROM NONE TO WELL‑DONE Don McDonald |
| 8:45 AM - 9:15 AM | RETIREMENT INCOME: THE 4% RULE & BEYOND — FROM STEWING OVER SAVINGS TO FEASTING ON FREEDOM Tom Cock, Co-Host, Talking Real Moo‑ney |
| 9:15 AM - 9:45 AM | MASTERING GENERATIONAL WEALTH PLANNING: BUILDING A LEGACY THAT’S WELL‑MARBLED Jason Gentile, Commander of the Cutting Board |
| 9:45 AM - 10:00 AM | BREAK |
| 10:00 AM - 10:30 AM | GETTING THE MOST FROM MEDICARE: SLICING THROUGH THE FINE PRINT Kevin Peterson, Slicer of Red Tape, Server of Straight Answers |
| 10:30 AM - 11:00 AM | COMMON MISTAKES THAT MAKE RETIREMENT MISERABLE: DODGING THE PITFALLS THAT LEAVE YOU CHEWING GRISTLE Joe Saul-Sehy, Co‑Host, Co‑Carver, and Co‑Curator of the Basement’s Finest Cuts |
| 11:00 AM - 12:00 PM | HOW TO RETIRE: TURNING YOUR GOLDEN YEARS INTO PRIME YEARS Christine Benz, The Financial Flavor‑Maker Behind Morningstar’s Most Savory Guidance |
| 12:00 PM - 12:30 PM | LUNCH |
| 12:30 PM - 1:00 PM | THE MEANING OF DIVERSIFICATION: FROM SINGLE CUTS TO FULL CHARCUTERIE Paul Merriman, The Man Who Makes Asset Allocation Taste Like a Five‑Star Meal |
| 1:00 PM - 1:30 PM | NEW YEAR, NEW ESTATE PLAN: SHARPENING YOUR KNIVES AND YOUR LEGACY Serving Up Ironclad Wills and Trusts With a Side of Mashed Potatoes |
| 1:30 PM - 1:45 PM | BREAK |
| 1:45 PM - 2:15 PM | ADVISOR’S ALPHA: BECAUSE YOUR PORTFOLIO DESERVES A MASTER CARVER Michael DiJoseph, Precision Carver of Portfolios |
| 2:15 PM - 2:45 PM | THE PSYCHOLOGY OF INVESTING: WHY YOUR BRAIN LOVES SIZZLE MORE THAN STEAK Scott Bosworth, Prime‑Cut Interpreter of Fear, Greed, and Everything in Between |
| 2:45 PM - 3:00 PM | Q & A: THE CUTTING BOARD Tom Cock & Don McDonald from Talking Real Moo‑ney |
| 3:00 PM | CLOSE |
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