Retirement Planning: How to Design a Bucket Plan

Learn about this very important topic and how to start the initial process of asset location vs. asset allocation. The speakers will describe their tried and tested method to help individuals, families, and business owners prepare for the next stage(s) in life post-employment. The goal of this presentation is to help people understand the most efficient way to spend, receive income, and enjoy life by reducing uncertainty.  The discussion will also touch on tax prep.    

About the Presenters

Born in London, England, Simeon Esprit is a seasoned Planner who believes in practical advice that is easy to implement. He understands the ripple effect that good financial decisions can have in people’s lives when they are consistent.  Simeon attended the University of Pennsylvania where he met his wife, Kate. They welcomed their first child in 2024 and Simeon is a proud father to his daughter. Beyond the world of finance, Simeon is an advocate for a healthy lifestyle and pursuing creative hobbies. He actively pursues fitness goals, has a love for basketball, and self-publishing fictional books.

Eric Simning, Financial Planner. Armed with a Master's in Applied Economics, Eric has a distinct perspective shaped by his small business ventures and the positive influence Financial Planning can have on business owners. Eric treasures family vacations and traveling. As an avid basketball enthusiast, he finds joy in the game and embraces an active lifestyle through his love for cycling.