Special Event

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Estate + Wealth Planning Workshop

Some of the very important issues that we will review are: • Will you lose all your assets when you go into a nursing home? • Will your assets be lost because of your children’s divorces, lawsuits, high taxes, or poor financial decisions? • Which would be worse for your family – your death or disability? • Are your important legal documents old and out of date? • And much more. If you are married, spouses are highlyencouraged to attend together. You must call and make a reservation if you wish to attend. And, we have limited seating; we expect all of the seminars to be totally full. Therefore, if you want to attend one of the seminars, please call as soon as possible to reserve your seat.

October 7, 201910:00 am-11:30 am Williamson County Enrichment Center+ Google Map Educational Workshops

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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.

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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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