ATTEND A FREE RETIREMENT PLANNING EVENT

Beacon Capital Management offers a variety of educational and informational financial and retirement planning events and seminars to answer your questions and help you reach your financial goals. In-person events are all local and held in the Nashville, Franklin, Brentwood, Murfreesboro, Hendersonville, and Columbia areas. 

We hope Beacon’s free events will help you better understand the robust world of retirement and financial planning.  

Be sure to stay up to date on upcoming Beacon Capital Management events by subscribing to our Investor Insights Newsletter

ESTATE & LEGACY PLANNING LUNCH & LEARN EVENTS:

Beacon’s Estate Planning Lunch & Learn presentations feature guest speaker Ryan Knight, Attorney At Law from Knight Legal. These informational estate planning events are held in Beacon’s Franklin, TN office and will give you a chance to learn more about the intricacies of wills, trusts, taxes, and more. Lunch is provided, and the event usually lasts about an hour.

October 2025

14
October

Estate Planning Lunch & Learn

Estate Planning Lunch & Learn

Date October 14, 2025Time 11:30 am - 12:30 pmVenue Franklin Office

When was the last time you reviewed your will or estate strategy? Having a will in place can make the difference between a smooth estate process and a probate nightmare for your loved ones.

REGISTER

November 2025

13
November

Estate Planning Lunch & Learn

Estate Planning Lunch & Learn

Date November 13, 2025Time 11:30 am - 12:30 pmVenue Franklin Office

When was the last time you reviewed your will or estate strategy? Having a will in place can make the difference between a smooth estate process and a probate nightmare for your loved ones.

REGISTER

December 2025

04
December

Estate Planning Lunch & Learn

Estate Planning Lunch & Learn

Date December 4, 2025Time 11:30 am - 12:30 pmVenue Franklin Office

When was the last time you reviewed your will or estate strategy? Having a will in place can make the difference between a smooth estate process and a probate nightmare for your loved ones.

REGISTER

EDUCATIONAL HEALTHCARE EVENTS:

Major medical expenses can change the course of your overall retirement; however, there are many strategies that may help you be better prepared. We believe it is critical to include healthcare in your long-term retirement strategy. Join us at one of our upcoming events below:

October 2025

22
October

Medicare Workshop

Medicare Workshop

Date October 22, 2025Time 10:00 am - 11:00 amVenue Franklin Office

We understand that navigating Medicare can be confusing, but we’re here to help. Whether you’re new to Medicare or looking for a refresher, this event is designed to give you the information you need to make informed decisions.

REGISTER

22
October

Medicare Workshop

Medicare Workshop

Date October 22, 2025Time 2:00 pm - 3:00 pmVenue Franklin Office

We understand that navigating Medicare can be confusing, but we’re here to help. Whether you’re new to Medicare or looking for a refresher, this event is designed to give you the information you need to make informed decisions.

REGISTER

Get started learning more about retirement planning strategies, subscribe to our “Retirement Talk” YouTube show!

FREE SHRED DAY AND COMMUNITY EVENTS:

Check out our latest involvement in the local community. Whether it’s a summer bash with live music, games, and food trucks for the family or a free paper shredding event with breakfast biscuits, pastries, and coffee, we’d love to see you!

RETIREMENT PLANNING LUNCH OR DINNER SEMINARS:

These informative live presentations are hosted at a local restaurant and are specifically designed for retirees and pre-retirees who are not Beacon clients. We discuss what it’s like to work with Beacon, including our outlooks and philosophies. We also discuss current market events and answer your questions. If you are not currently a Beacon client, check out upcoming events. If you are a current client of Beacon and know someone you’d like to introduce to Beacon, bring them to an event! 

Start a conversation with a Beacon Advisor

Set Your Goals

Sit down with an advisor to discover your financial goals, priorities, and mindset.

Create Your Plan

Your advisor will build a comprehensive plan based on your specific needs, supported by the entire Beacon professional team.

Stay on Track

Our advisor is with you every step of the way, advising and adjusting the plan as needed.

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