Take the first step toward reaching your Financial Goals
Get the information that can help you live a confident retirement.
Attend a Retirement Planning Event
We offer a variety of events to help you reach your financial goals:
Meet us and learn how we can address your financial concerns so you can feel more confident about the future.
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.
These events are all about fun and showing our gratitude for your loyalty and friendship.
Dinner Events are held at local restaurants and are a great way to really get to know who we are and our process. The information provided at these events is an overview of retirement strategies that every retiree and pre-retiree should benefit from. You will enjoy a nice complimentary dinner.
Our Educational Workshops are usually located at our Franklin office in the evening. We dive into more specific topics like, Income Planning, Investment Planning, Healthcare Planning, Legacy Planning, and Tax Planning.
Check back later for upcoming events.
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.
Client Events are client only appreciation events where our clients are encouraged to bring a friend new to Beacon. These events are held at local venues like The Franklin Theatre, First Tennessee Park, Marriott, Arrington Vineyards, Golf Clubs, and local Clubhouses. We also host seasonal parties and fun arts & craft lunch and learns for our clients at our office.
Rather meet One-on-one?
Schedule a meeting with one of our team to create your financial strategy today.