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2-Day Free Educational Event April 29th & 30th: Day Class

Tue, Apr 29

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Rancho Simi Parks & Rec District Office

Will Your Retirement Savings Last? Learn How to Spend Confidently Without Fear of Running Out of Money!

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2-Day Free Educational Event April 29th & 30th: Day Class
2-Day Free Educational Event April 29th & 30th: Day Class

Time & Location

1 more dates

Apr 29, 2025, 10:00 AM – 12:00 PM PDT

Rancho Simi Parks & Rec District Office, 4201 Guardian St, Simi Valley, CA 93063, USA

About the event

Day 1 AGENDA:


  • Learn The Key Pillars For A Successful Retirement Plan:

    • How to Create a Retirement Plan

    • Mapping Out Your Cash Flow Strategy

    • Managing Your Tax Implications

    • Building an Investment Portfolio Specifically Designed for Retirement


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CONTACT US

CONTACT
OFFICE LOCATION
MAILING ADDRESS

Bryan Curry CFP®
805-304-9459
bryan@btgretirementplanners.com

​

Andy Gerhartz CFP®, MSPFP

414-416-4208

andy@btgretirementplanners.com

Serving clients locally in CA and AZ, and virtually across the country.

BTGRP

2655 First Street Suite 250

Simi Valley, CA 93065

Bridge The Gap Retirement Planners LLC (“BTGRP”) is a registered investment advisor offering advisory services in the State(s) of [CA/AZ] and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BTGRP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BTGRP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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