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Bethesda Wealth Planning Group
Meet Your Team
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Financial Planning
Investment Management
Retirement Planning
Company 401(k) & Business Solutions
About us
Contact us
FAQs
Blog
Client Portal
Book Consultation
Meet Your Team
Folder: Our Services
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Investment Management
Retirement Planning
Company 401(k) & Business Solutions
Folder: About us
Back
Contact us
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Blog
Client Portal
Book Consultation
The Affluent Dilemma: Retirement Income or Wealth Transfer?
Retirement, Tax Planning, Estate Planning Simeon Esprit 11/6/25 Retirement, Tax Planning, Estate Planning Simeon Esprit 11/6/25

The Affluent Dilemma: Retirement Income or Wealth Transfer?

How affluent families balance retirement income planning and wealth transfer strategies. Explore tax-efficient approaches for gifting, inheritance, trusts, and more.

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909 Rose Ave STE 400, Bethesda MD 20852

Check the background of your financial professional on FINRA’sBrokerCheck

Simeon Esprit, Benjamin Duhoski, and Eric Simning are Financial Planners with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPL Enterprise Form CRS

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This information is not intended as authoritative guidance or tax or legal advice.  You should consult with your attorney or tax advisor for guidance on your specific situation.

Brianna Smith is employed by Bethesda Wealth Planning Group and not through LPLE.

Bethesda Wealth Planning Group does business in the following states:

Securities: [CA, CO, DC, FL, GA, MA, MD, MI, MT, NJ, NY, NC, OR, TN, TX, VA ]
Life Insurance: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA,] (CA Insurance licenses #4252341)
Variable Life Insurance: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]
Mutual Funds: [CA, CO, DC, FL, GA, MD, MI, MT, NJ, NY, NC, TN, TX, VA]
Fixed Annuities: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]
Variable Annuities: [CA, CO, DC, FL, MD, MI, NJ, TN, TX, VA]

1074475-00002-00

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