SAN DIEGO

Wednesday, September 27
11 a.m. – 12 p.m.

Pure Financial Advisors, Inc.
3131 Camino Del Rio North, #1550,
San Diego, CA 92108   
 
Lunch will follow

ORANGE COUNTY

Thursday, September 28
11 a.m. – 12 p.m.
                        
The Atrium – Premier Business Centers
19200 Von Karman Ave, 4th Floor
Irvine, CA 92612

Lunch will follow   

ARE YOU READY FOR RETIREMENT?

Speakers


Nathaniel Ritchison, CFP®

SAN DIEGO Through proactive planning and management, Nate helps individuals and families gain confidence and control over their financial situation so they can work toward accomplishing their retirement goals. For over 14 years he has been responsible for leading clients through the wealth management process.

Brian Perry, CFP®, CFA

SAN DIEGOBrian has been actively involved in the financial markets for more than 20 years, and has worked as a portfolio manager, strategist, and trader. At Pure Financial Advisors, Brian uses his extensive investment background and focus on behavioral finance to help clients navigate turbulent markets and stay on course towards their financial goals.

Mike Pash, CFP®, MBA

IRVINEMike has been assisting families with personal financial planning for more than 20 years. He is a MBA graduate from Pepperdine University, and successfully earned the CFP® certification in 2003 after completing the educational course requirement at UC Irvine. Mike is the Managing Director for Pure Financial Advisors, Irvine.

Jake Greenberg, CFP®, ChFC®

BREAJake Greenberg is the Managing Director for Pure Financial Advisors, Brea. He is committed to helping his clients develop sound financial strategies in order to get them to and through retirement using the most tax-efficient and cost-efficient methods possible. Jake teaches retirement planning adult education courses throughout the year in Orange County.

Planning Your Road to Retirement


GENERATING RETIREMENT INCOME 

  

RETIREMENT PLAN DISTRIBUTIONS

  

INVESTING
FOR YOUR FUTURE

  

MINIMIZING INCOME TAXES