Bernadett Papp

Retirement Income Professional - Specializing in Retirement Income Planning @Silver Spoon Wealth-Retirement Income Consulting

Claremont, CA, US
EMAILS
b••••@aegpresents.com
MOBILE NUMBERS
+17•••••••48

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WORK HISTORY

Mar 2020 — Present

Retirement Income Professional - Specializing in Retirement Income Planning @Silver Spoon Wealth-Retirement Income Consulting

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Los Angeles, CA, US

By specializing in Refinancing Retirement Income, I guide conservative investors to safely grow their Nest Egg, save on Taxes and make extra money so they don\'t have to worry about becoming a Walmart greeter in retirement. Some of the strategies we use to achieve piece of mind is TFRA (Tax Free Retirement Accounts) and PPA (Personal Pension Accounts)We help you solve for - saving on taxes in retirement - mitigate market risk in your Nest Egg portfolio - prepare for the high cost of Long-Term Care- create Lifetime Income stream- plan for leaving a LegacyRetirement Income Forecasting Session will give you clarity on the expected retirement income, if you stay the course. It gives a great sense whether you\'re on the right track to achieve your dream retirement or if you have to pivot. Next step in my specialized process is to identify areas for enhancements and recommendation of strategies that can maximize safe Nest Egg growth and create lifetime income stream.

EDUCATION

2001 — 2005

Budapest Business School

Bachelor

2015

UC Irvine, Extension

Certificate

ABOUT BERNADETT PAPP

I had enough. I got no guidance, nobody would sit down with me and walk me through how…

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