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Join Us for an Exciting Free Educational Event in Simi Valley, CA!
Hosted by: Bridge The Gap Retirement Planners
Join Bryan Curry, CFP® and Andy Gerhartz, CFP®, MSPFP, both CERTIFIED FINANCIAL PLANNER® practitioners and fiduciaries, for a practical and engaging class designed to help you take control of your retirement spending with confidence. As fiduciaries, we are held to the highest standard of acting in your best interest at all times. We do not sell any financial products - this class is purely educational.
Your Retirement Plan: From Concerned To Confident
Who This Class Is Designed For:
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Retirees and those within five years of retirement.
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Disciplined savers who have accumulated over $500k or more of investable assets.
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Those who want answers to the following questions:
- How do I navigate market volatility and bear markets while in distribution?
- How much can I safely spend off my assets in retirement?
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How do I determine when to take Social Security?
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How do I develop a tax strategy to minimize my lifetime taxation?
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How do I organize my financial life?
What You’ll Learn:
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How to create a sustainable withdrawal strategy.
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The impact of taxes, inflation, and market fluctuations on your savings.
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Strategies to ensure you don’t outlive your money.
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How to structure your investments for long-term retirement income, while protecting against down markets.
2-Day Free Educational Event April 29th & 30th: Day ClassMultiple DatesTue, Apr 29Rancho Simi Parks & Rec District Office
2-Day Free Educational Event April 29th & 30th: Night ClassMultiple DatesTue, Apr 29Rancho Simi Parks & Rec District Office
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