Workshop – Rising Cash Flow Strategies in Retirement 2025

October 30th, 2025 - 4 pm In-Person and Online

More than enough: Let your retirement cash flow fund the life you want.

October 30th, 2025 – 4 pm

Attend in Colorado Springs & Live Webinar Via Zoom

Join us for an interactive presentation featuring Brad Harvey, JD, CFP®, CIMA® wealth manager and president/founding partner of Harvey Investment Management, Inc. and Resolute Independent Advisors, LLC. While many understand the principles of building wealth, far fewer resources focus on how to strategically spend and position portfolios throughout retirement—a process that’s deeply personal and highly nuanced.

Drawing on over 30 years of wealth management experience, Brad will explain why traditional withdrawal “rules” often fall short and how a more modern, dynamic approach can better align with market conditions, inflation, and each client’s lifestyle, values, and goals. Through real-world examples and data-driven insights, Brad will demonstrate how he structures portfolios to create rising cash flow, balancing income generation with risk management—even during the decumulation phase of retirement.

We’ll also explore the behavioral coaching side of his practice, including how retirees can adapt spending over time and use evolving tools—like AI—to support smarter decisions and long-term financial confidence.

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Your Guide: Brad Harvey

Before founding his private wealth management practice, Brad worked as a wealth advisor for over 30 years with large financial firms. He grew disenchanted as they began fighting against creating legal standards placing client interests above their bottom line. He strongly believes in financial transparency and serves as his clients’ fiduciary.

He and his team serve the complex needs of affluent individuals and their families and have a personalized approach to planning, treating each client individually. He creates and implements wealth preservation and management strategies to help clients prepare for and maintain their retirement lifestyle.

To help demystify the complexities of managing wealth, Brad created an educational blog and video series. He supports women becoming empowered to manage their finances through his “Financially Educated Women’s” materials.

In addition to his law degree from the University of Kansas, Brad holds the CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® (CIMA®) designations. Brad’s responsibilities include individual and corporate retirement planning strategies, asset management, lending liability management, and developing wealth management strategies.