Will Changes Under The New Presidency Affect Your Portfolio?

Beacon is hosting two complimentary lunch presentations to give you the information you need to get your portfolio prepared for any potential changes under the new presidency!

Couple at Beacon Dinner

Get Your Portfolio Prepared For Potential Changes! 

Join us for a FREE lunch and presentation for you AND an adult guest!

There is a lot going on in the world right now, and although we can’t predict the future, new presidents tend to shake things up when it comes to the stock market and economic fluctuations. Legislative changes take time, and regardless of what new rules could be coming, there are steps you can take now to stay on top of potential shifts in the market.

We’ll Discuss:

  • Preparing for market volatility and uncertainty.
  • How to position your investments to be more tax-friendly – and-
  • The five most important areas you need to have covered in a comprehensive plan

Where: Franklin Office, 751 Cool Springs Blvd. Suite 106, Franklin, TN

When: Thursday, Feb. 11 @ 11:30 AM -OR- Tuesday, Feb. 16 @ 11:30 AM

*We will be following COVID-related safety protocols, such as limited and spaced out seating, masks, sanitizer, and a pre-packaged box lunch will be provided.

*If you are a current client of Beacon, we encourage you to contact your advisor to discuss your portfolio. If you aren’t currently a Beacon client, we would love to have you join us for one of our free lunch and learn events at our Franklin office.



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