Take The First Step Toward Reaching
Your Financial Goals
ATTEND A RETIREMENT PLANNING EVENT
We offer a variety of events to help you reach your financial goals:
Online Education
We’ll focus on one specific financial topic, empowering you with the knowledge you need to reach your goals.
Lunch and Learns
Enjoy lunch and a short presentation on a financial topic or product.
Community Events
Check out our latest involvement in the local community.
Lunch or Dinner Seminars
These informative live presentations are hosted at a local restaurant and are specifically designed for people that are not clients of Beacon. We discuss whats 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! See upcoming events here.
LUNCH & LEARNS:
Lunch & Learns are educational programs designed around a specific topic or product with lunch provided, usually lasting 30-45 minutes. Topics vary between Estate Planning, Tax Planning, Social Security, Medicare, along with Women-focused Retirement Planning.
March 2024
Estate Planning Lunch & Learn
Estate Planning Lunch & Learn
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.
April 2024
Estate Planning Lunch & Learn
Estate Planning Lunch & Learn
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.
ONLINE EDUCATION:
Webinars give you the opportunity to learn, as you would at an in-person event. The information provided at these events is an overview of retirement strategies that every retiree and pre-retiree should benefit from.
Upcoming Webinars
COMMUNITY EVENTS:
April 2024
Shred Day April 20, 2024 @ 8AM
Shred Day April 20, 2024 @ 8AM
One of the easiest ways to reduce your risk of identity theft is to shred your documents that contain bank, financial, identifying, or sensitive information. We want to help you protect your privacy with our FREE shred day event! Simply bring anything you would like to...
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.
Have a question? Talk to someone.