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:

Dinner Events
Meet us and learn how we can address your financial concerns so you can feel more confident about the future.

Educational Workshops
We’ll focus on one specific financial topic, empowering you with the knowledge you need to reach your 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.

Client Events
These events are all about fun and showing our gratitude for your loyalty and friendship.

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

LIVE Webinars:

There are no upcoming events at this time.

Managing Market Volatility:

 TUESDAYS
Weekly Webinar: Navigating Market Volatility
10:00 am, 11:00 am, 7:00 pm | Market Volatility
 WEDNESDAYS
Weekly Webinar: Navigating Market Volatility
10:00 am, 11:00 am, 7:00 pm | Market Volatility

Understanding The New SECURE Act:

 MONDAYS
Weekly Webinar: Understanding The New Secure Act
10:00 am, 11:00 am, 5:00 pm | SECURE Act
 THURSDAYS
Weekly Webinar: Understanding The New Secure Act
10:00 am, 11:00 am, 7:00 pm | SECURE Act

Coronavirus and Your Retirement:

 WEDNESDAYS
Weekly Webinar: How is the Coronavirus Impacting Your Retirement
10:30 am, 11:00 am, 12:00 pm
 THURSDAYS
Weekly Webinar: How is the Coronavirus Impacting Your Retirement
10:30 am, 11:00 am, 12:00 pm

DINNER EVENTS:

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.

Blue Grass Country Club – Hendersonville

There are no upcoming events at this time.

Connors Steak & Seafood-Franklin

There are no upcoming events at this time.

Ruth’s Chris Steak House – Nashville

There are no upcoming events at this time.

Sperry’s Restaurant – Franklin

There are no upcoming events at this time.

Parthenon Grille – Murfreesboro

There are no upcoming events at this time.

EDUCATIONAL WORKSHOPS:

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.

There are no upcoming events at this time.

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.

There are no upcoming events at this time.

CLIENT EVENTS:

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.

Start a conversation with a Beacon Advisor

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Understanding You

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

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Creating your plan

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

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Helping to keep you on track

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

blank

Understanding You

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

blank

Creating your plan

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

blank

Helping to keep you on track

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

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