Roadmap To Retirement:

Navigating Your Financial Journey

Now is the time to get your questions answered. You and your adult guests are invited to join us for a free lunch or dinner event. Simply choose your date and location below!

Choose your date and location preference!

Dinner Seminar

Where: Sperry’s Restaurant | Franklin, TN 

When: Thursday, April 18th, 2024, Tuesday, April 23rd, 2024, and Thursday, April 25th, 2024

Time: 6 p.m. Please arrive by 5:40 p.m.

Click the link below to RSVP or call (800) 803-5723 and give code 460515

Shred Day

Where: Beacon Capital Management – 751 Cool Springs Blvd, Franklin, TN 37067 

When: Saturday, April 2oth, 2024

Time: 8 a.m. to 11 a.m.

Dinner Seminar

Where: Ruth’s Chris Steak House | Nashville, TN 

When: Tuesday, May 7th, 2024 and Monday, May 13th, 2024

Time: 6 p.m. Please arrive by 5:40 p.m.

Check back to save your seat!

Dinner Seminar

Where: Perry’s Steakhouse & Grille | Franklin, TN 

When: Thursday, May 16th, Tuesday, May 21st, and Thursday, May 23rd

Time: 6 p.m. Please arrive by 5:40 p.m.

Check back to save your seat!

With banks collapsing, inflation, economic fluctuations, and talk of the next recession, retirees and pre-retirees are feeling especially concerned.

If you want to know how your retirement will be affected, join Beacon Capital Management’s fiduciary financial advisors for a complimentary lunch or dinner seminar to discuss:


  • BANK COLLAPSES: Why is this happening? What does this mean for your investments? Is your money safe?
  • HISTORIC INFLATION, RISING INTEREST RATES AND THE OVERALL ECONOMY: Learn how your retirement assets and legacy could be at risk.
  • MARKET VOLATILITY: How does a market correction affect your retirement date?
  • RETIREMENT INCOME: Will you have enough? Can your portfolio produce more income?
  • TAXES IN RETIREMENT: Why failing to plan for taxes in retirement could be potentially your largest risk.
  • SOCIAL SECURITY: Strategies for maximizing Social Security Benefits.
  • FULL-SERVICE PLANNING: Why working with an advisory firm that plans for income, investments, taxes, Medicare, and estate planning should be a top priority.

We would be honored to discuss your specific needs through retirement. Invite a friend or family member, enjoy a free meal, and get to know us better at this informational event.

Important Information About Your Seminar Experience:


  • Lunch events start sharply at 11:30 am with a one-hour presentation and lunch immediately following. Please arrive by 11:15 am to be checked in, seated, and place your order.
  • Dinner events start sharply at 6:00 pm with a one-hour presentation and dinner immediately following. Please arrive by 5:40 pm to be checked in, seated, and place your order.

Zero Selling

  • While we understand you may have attended other events in the past that were little more than a sales pitch- we assure you that you will not experience that at our events.
  • Our goal is to inform and educate the community and introduce our services to those that may need them.
  • If you decide to work with our firm after the event, we’d be honored to talk to you.


These events are geared toward folks new to Beacon.

  • If you are a current Beacon client, we encourage you to schedule time with your advisor to discuss your specific needs, or we’d love to have you bring a guest.
  • If you are not a current client and have attended one or more of these events in the past, we encourage you to schedule a complimentary consultation with a Beacon financial advisor here.

Each guest will also receive the following:

  • “Money Enough For Life?” book 
  • “Maximizing Your Retirement Income” Whitepaper
  • “Tax-Efficient Strategies in Today’s Economy” Whitepaper

If you’re in your fifties or beyond, at some point you’ve probably received a shiny postcard in the mail inviting you to a financial seminar and a free steak dinner. Maybe you’ve wondered, is it legit? Will you just be sold to? Most importantly, is it worth your valuable time? Let’s take a peek behind the curtain of retirement seminars so you know what you’re getting into, should you choose to attend.

Now, unfortunately, some financial seminars are little more than a sales pitch… or worse, a scam. We can assure you that will not be your experience at Beacon’s events.

Here’s why we believe it’s a good idea to attend a financial planning seminar hosted by an established fiduciary firm… (continue reading)

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