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Events From Bear Market

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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.

2025: NEW RULES FOR RETIREMENT

September 9th and 11th

at 6:00 pm

Event Check-in at 5:30 pm
Gianni's Steakhouse
Gianni's Steakhouse & Seafood
635 Lake St E
Wayzata, MN
Register Now

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

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Education Events

We understand that a comprehensive retirement strategy includes more than just your finances. We’ve got strategic partners like estate planning attorneys, Medicare-qualified professionals, CPAs, and Social Security professionals that we partner with to help inform our clients. These specialists help make sure our clients are prepared for A to Z and everything in between.
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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.

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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.