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.
May 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.
June 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 FINANCIAL PLANNING WEBINARS AND MARKET UPDATES:
Beacon’s free webinars give you the opportunity to learn as you would at an in-person retirement planning event. The financial planning information presented will cover topics like current stock market updates, trends, Beacon’s strategy in volatile markets, retirement tax strategies, retirement income planning, and maximizing Social Security benefits.
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.
Have a question? Talk to someone.