- This Event has passed.
Estate + Wealth Planning Workshop
January 15, 2020 11:30 am - 1:00 pm
Special Event
- This Event has passed.
Estate + Wealth Planning Workshop
Join us for an Estate Planning Lunch and Learn
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 • Are your important legal documents old and out of date?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.Start a conversation with a Beacon Advisor
Understanding You
Sit down with an advisor to discover your financial goals, priorities, and mindset.
Creating your plan
Your advisor will build a comprehensive plan based off of your specific needs, supported by the entire Beacon professional team.
Helping to keep you on track
Our advisor is with you every step of the way, advising and adjusting the plan as needed.
Understanding You
Sit down with an advisor to discover your financial goals, priorities, and mindset.
Creating your plan
Your advisor will build a comprehensive plan based off of your specific needs, supported by the entire Beacon professional team.
Helping to keep you 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.