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Retirement Spending: 4 Simple Steps for a Successful Strategy 3/15 5 PM (45 Min)

Tue, Mar 15

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Online Educational Class

You have worked hard to save for your retirement, now its time to enjoy it! Join your host Bryan Curry CFP® for this educational course. We will cover SPENDING INCOME ASSET ANALYSIS IMPLENTATION AND ACCOUNTABILITY Q AND A Join us and start improving your retirement plan today!

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Retirement Spending: 4 Simple Steps for a Successful Strategy 3/15 5 PM  (45 Min)
Retirement Spending: 4 Simple Steps for a Successful Strategy 3/15 5 PM  (45 Min)

Time & Location

Mar 15, 2022, 5:00 PM – Mar 16, 2022, 5:45 PM

Online Educational Class

About the event

Your event host:

Bryan Curry CFP®

About your host: Bryan Curry is the founder of Bridge the Gap Retirement Planners. Bryan has always been passionate about personal finance. Bryan spent over 11 years working for the big financial firms and made the transition to BTGRP to build a business that is centered around his clients. Bryan realized that at the big firms, he, like many advisors worked with too many clients.  Bryan believes that financial planning is a practice that is so crucial, a specified niche with fewer clients is the best way to lead your clients to the life of financial freedom they worked so hard to build. Bryan holds a Bachelor’s Degree in Business Administration, Securities Licenses 6, 7, 63 & 66, and most notably his Certified Planner Designation™. Bryan lives in Simi Valley, CA with his wife, daughter, and their yellow lab. He enjoys all things financial, spending time with family, and getting outside to ride mountain bikes and motorcycles.

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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

1230 Madera Road Suite 5-113
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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