SAN DIEGO (Press Release) — Beth Israel’s Men’s Club will host David Epstein and Bradley White at its Sept. 21 Dinner Forum. The two locally recognized financial advisers will discuss “Managing Your Money During Retirement.” The presentation will include a discussion on maximizing your IRA and 401-k funds. and the impact of Brexit on interest rates and returns. This presentation is intended to be educational and not a solicitation.
David M. Epstein is the president of Epstein & White Retirement Income Solutions, LLC. He is an Investment Adviser Representative with his Series 65 license. He has more than 33 years of financial planning experience. He is Certified in Long Term Care (CLTC) and has been a Five Star winner in both Financial Services Professional and Client Satisfaction areas. Epstein is also the co-host of radio shows every weekend called “Retire Right with Epstein and White,” on KOGO 600 and KFMB 760.
Bradley R. White is the Vice President of Epstein & White Retirement Income Solutions, LLC. He is a Certified Financial Planner™ and holds a bachelor’s degree in finance from San Diego State University. White is an Investment Adviser Representative with his Series 66 license and is also a National Social Security Advisor, NSSA®. He has appeared locally on television stations, Fox News and CBS, the “Big Biz Radio Show” in addition to the radio show he cohost with Epstein.
This program is open to the entire San Diego community, both men and women. A buffet dinner will be served. The dinner fee is $15 with an RSVP, $18 without an RSVP. You may RSVP using the following link https://cbisd.org/programs/mens-club-dinner-forum-september-2016/.
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Preceding provided by the Men’s Club of Congregation Beth Israel.