Events From Bear Market
See What We're Doing In Your Area.
Retirement:
Simplified
Retirement Simplified is our event series where Curtis gives seminars on relevant retirement topics across the metro area.
We are a trust-based and family-focused retirement firm, meaning we believe that an authentic and genuine lifelong relationship begins with a solid foundation of truth and honesty. Our clients are like family to us, and we are selective about who we accept into our client family. The process of becoming a client of ours involves a few unique steps designed to meet your retirement goals.
2026: RULES FOR RETIREMENT
Tuesday, June 16th and Thursday, June 18th
at 6:00 pm
Pittsburgh Blue Steakhouse
2026: Rules for Retirement
Tuesday, June 9th and Thursday, June 11th
at 6:00 pm
Tria Restaurant
5959 Centerville Rd
North Oaks, MN
Client Events
You are not just a number. We want to offer you the opportunity for unique experiences as a client of Bear Market Financial Services.
“We treat our clients like family.” – Curtis James
Education Events
Estate Planning
Where is your money going after you’re gone? A thoughtful and considered estate plan ensures your wealth gets dispersed in the ways you feel is best for you and your family.
Tax Strategies
An unforeseen tax bill could sour your plans for retirement. Planning ahead and strategizing for your retirement tax burden can help maintain your principle.
Medicare
Medical costs continue to rise in the United States. Optimizing your approach to Medicare and its constituent parts can help cover both planned and unplanned costs.
Social Security
For many retirees, Social Security forms a major part of retirement income. Making sure you’re getting the most out of your Social Security can help create a stronger income foundation.
