A Critical Time for Retirement Decisions In An Ever-Changing Economy:
Is Your Retirement Plan Prepared For This Enviorment?
Join us for a positive message and get your questions answered. You and your adult guests are invited to join us for a free dinner event. Simply choose your date and location below!
Choose your date and location preference!
Dinner Seminar
Where: TN Grasslands: Foxland | 1445 Foxland Blvd, Gallatin, TN 37066
When: Tuesday, May 19th and Thursday, May 21st
Time: 6 p.m. Please arrive by 5:40 p.m.
Dinner Seminar
Where: Perry’s Steakhouse | 5028 Aspen Grove Dr, Franklin, TN 37067
When: Tuesday, June 9th, Thursday, June 11th, and Tuesday, June 16th
Time: 6 p.m. Please arrive by 5:40 p.m.
Dinner Seminar
Where: Firebirds Wood Fired Grill | 2532 Medical Center Pkwy, Murfreesboro, TN 37129
When: Thursday, June 18th and Tuesday, June 23rd
Time: 6 p.m. Please arrive by 5:40 p.m.
With tax changes, inflation, and economic fluctuations, 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 dinner seminar to discuss:
WHAT DOES THIS MEAN FOR YOUR RETIREMENT?
- 2026 TAX CHANGES, OBBB, & PHASEOUT RISKS: Considerations for Roth conversion strategies, and hidden tax traps in Social Security, Medicare IRMAA, and capital gains in a changing tax environment.
- INCOME PLANNING IN AN UNPREDICTABLE MARKET: Integrating taxable and tax-advantaged accounts into a coordinated withdrawal strategy.
- INFLATION, RISING COSTS, & SPENDING POWER IN 2026: Adjusting withdrawal strategies to protect purchasing power and lifestyle flexibility.
- MANAGING MARKET VOLATILITY & PORTFOLIO RISK: Balancing income generation with long-term capital preservation objectives.
- SOCIAL SECURITY IMPACT ON LIFETIME WEALTH: Optimal Social Security timing strategies for tax-aware, affluent households.
- THE HEALTHCARE & LONG-TERM CARE COST REALITY: Projecting healthcare costs beyond Medicare & assessing the need for LTC.
- 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:
Time
- 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.
Questions:
- Give us a call! (615) 716-2061
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:
- “Ways To Save Money On Taxes In Retirement” Guide
- “Retirement Planning Checklist” Booklet
- “One Big Beautiful Bill” Major Tax Policy Changes Chart
- “Strategic Steps To A Successful Retirement” Book
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)
