BTG 2-Day Educational Event
Wed, Apr 30
|Rancho Simi Parks & Rec District Office
Learn How To Spend Confidently Without Fear of Running Out of Money.
Time & Location
Apr 30, 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
WILL YOUR RETIREMENT SAVINGS LAST?
Learn How to Spend Confidently Without Fear of Running Out of Money!
Are you retired or planning to retire within the next five years? Do you worry about whether your savings will last? You’re not alone—but you don’t have to stay in the dark.
Join Bryan Curry, CFP® and Andy Gerhartz, CFP®, MSPFP, both Certified Financial Planners (CFPs) and fiduciaries, for a practical and engaging class designed to help you take control of your retirement spending with confidence. As fiduciaries, we are legally and ethically committed to acting in your best interest. We do not sell any financial products—this class is purely educational.
Who This Class is For:
This class is designed for retirees and those approaching retirement who have assets such as a brokerage account, 401(k), 403(b), 457 plan, or other investment/savings accounts, and plan to build an investment portfolio to fund their retirement.…