Managing Your Money During Retirement

Featuring David Epstein and Bradley White At

Epstein & White Retirement Income Solutions, LLC

Beth Israel’s Men’s Club is proud to announce that David Epstein and Bradley White will be our guest speakers at the September 21 Dinner Forum. You will have an opportunity to gain information and ideas regarding “Managing Your Money During Retirement” from two locally recognized Financial Advisors. The presentation will also include a timely discussion on maximizing your IRA and 401-k funds”, Brexit and the impact 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 Advisor Representative with his Series 65 license. Mr. Epstein 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. Mr. 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. Mr. White is a Certified Financial Planner™ and holds a bachelor’s degree in finance from San Diego State University. Mr. White is an Investment Advisor 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” and is also the co-host of radio shows every weekend called “Retire Right with Epstein and White,” on KOGO 600 and KFMB 760.

This program is open to the entire San Diego community, both men and women. Temple or Men’s Club Membership is not a requirement to attend. A buffet dinner will be served. The dinner fee is $15 with an RSVP, $18 without an RSVP. You may RSVP below If you wish to register via phone, contact us at 858-900-2598, or send us an email at cbimensclub@gmail.com.