For women who want financial clarity, stability and assurance.

Get a clear understanding of matters that can influence your financial, physical, and emotional health and well-being.

Whether you are married, single, widowed, or divorced, one or all of our sessions will give you the knowledge you need to make those critical decisions that may affect your financial well-being in the future. Join us for these sessions over the next several months to learn more about these topics: 

  • 2023 Income Tax Planning - January 21st  - Watch the recording
  • Managing Cash Flows in Retirement - February 18th  - Watch the recording
  • Investing 101 - The Basics - March 18th  - Watch the recording
  • Charting a Course for Career Success -  June 3rd - Recording Coming Soon!
  • Understanding Your Stock Compensation -  May 20th - Watch Recording
  • Property Settlement 101 - Learning the Basics - June 17th - Register
  • Investing 201 - Your Portfolio - Applying What You Know - July 29th
  • Building Your Legacy - August 26th
  • Social Security - What Every Woman Needs to Know - September 23rd
  • Are You Vulnerable to Financial Abuse - October 21st
  • Year End Tax & Retirement Planning - Tips & Strategies to Plan Ahead - December 2nd 

*Topics and dates are subject to change before registration opens. 


Upcoming Webinars

Understanding Your Stock Compensation

May 20,2023 - 9 AM PT

Employee Stock Compensation is an important part of your compensation package, and we want to ensure that everyone has a comprehensive understanding of how they work and the benefits they can provide.

This webinar will cover a range of topics related to Employee Stock Compensation, including:
• The basics of stock options, restricted stock and restricted stock units
• The tax implications of stock compensation
• Strategies for maximizing the value of your equity awards
• Best practices for managing your stock portfolio

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.

Charting a Course for Career Success

June 3,2023 - 9 AM PT

Whether re-entering the workforce, changing careers, growing in one's job, and even just retaining one's job can have additional challenges for a woman. Join Diana Bacon, CFP as she hosts Carla Patton and Camille Tate, owners of The Career Salon, LLC, a consultative and HR education HUB for organizations and individuals. They are Co-Hosts of The Career Salon Podcast w/ The HR Twins, a Top-Ranked bi-weekly Podcast covering issues related to career mobility, diversity, and inclusion, recruiting, job searching, organizational culture, and leadership. 


Past Webinars

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. Click below to watch recording.

Watch Recording
Maximizing Your Retirement Income

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With all the uncertainty in the world, one thing we all need is a successful plan for retirement.In our Talking Real Money Live Workshop, we guide you through steps to build a plan. Click below to watch recording.

Watch Recording
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, Self-Employment Income, Investment Income, Deductions

Watch Recording
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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Understanding Personal Finance

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Learn about earned income and income taxes, insurance, budgeting, savings & investing, spending, long-term goals, and financial independence. Click below to register.

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Thriving After Divorce

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Learn about asset types and uses, funding living expenses, achieving financial independence, what’s in the decree/property settlement, titling assets, health insurance, new estate plan and beneficiary designations. Click below to register.

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Life as a Widow

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Learn about what to do first, what documents do you need, closing out the estate, living your new life while grieving, changing your finances – putting you first, working with professionals and updating your documents. Click below to register.

Watch Recording

We are inspired by the power we have to make a positive difference in the lives of our clients and their families, and consider it an honor when someone chooses to work with us.

For Women, By Women
















About Apella

A dedicated team of Advisors & specialists, working together for YOU

Apella is a national firm and has the scale to serve, backed by personalized, hands-on service and support, including paraplanners, operations staff, a full suite of the latest tools and technology, and specialists in key areas such as college planning, social security, tax management, retirement plans, and more.

Apella is committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well. We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

Apella diversity initiatives are applicable—but not limited—to our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions, vendor management and the ongoing development of a work environment built on the premise of gender and diversity equity that encourages and enforces:

  • Respectful communication and cooperation between all employees and vendors.
  • Teamwork and employee participation, permitting employee perspectives.
  • Transparency in our collective progress
  • Employer and employee contributions to the communities we serve to promote a greater understanding and respect for the diversity.


You are how we measure success.

Apella Capital, LLC DBA Apella Wealth 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 future performance of any specific investment, investment strategy, product, or non-investment related content made reference to directly or indirectly in this material will be profitable.


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