CERTIFIED FINANCIAL PLANNER® certification
Accredited Financial Counselor®
BIOGRAPHY
As Director of Education, Kathryn strives to enhance the development and growth of Pure Financial Advisors’ educational programs and events. She uses her 30+ years of public relations experience and affinity for teaching, to guide people toward a greater understanding of their personal retirement path.
Prior to her current role, she was the Director of Client Relations, where she focused on building positive relationships and genuine rapport with clients. Effortlessly promoting a helpful, friendly, and professional environment where the client understands they are paramount.
After becoming an empty nester, Kathryn went back to college to finish her degree. She graduated cum laude from The University of Alabama with a Bachelor of Science in Consumer Sciences with an emphasis in Family Financial Planning and Counseling.
As a San Diego native, Kathryn and her husband Kelly enjoy everything local as well as traveling, snow skiing, and spending time with their four children and three grandchildren.
Kathryn's Latest Contributions
Pure’s Director of Education, Kathryn Bowie, CFP®, AFC®, breaks down the essentials of IRA planning and shares strategies to help you grow and protect your retirement savings. Outline 0:00 — Introduction & Overview 0:29 — Retirement Account Basics & Contribution Limits 2:53 — The Three Tax Environments 10:23 — Traditional vs. Roth IRA Differences 17:06 — Roth Conversion Strategy 19:59 — Savings Strategies by Life Stage 33:28 — Tax Reduction Strategies & RMD Planning 37:46 — Common Mistakes & Q&A Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct) Kathryn Bowie, CFP®, AFC®: Retire Smarter: IRA Strategies to Maximize Your Savings. Welcome, […]
Whether you are already retired, or just planning for retirement, we have a course you may want to add to your gratitude list. Pure Financial’s Director of Education, Kathryn Bowie, discusses details about our classes to help you reach your financial goals. SIGN UP FOR A RETIREMENT CLASS NOW Transcript Whether you are already retired, […]
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