Special Event

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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 • Are your important legal documents old and out of date?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.

January 15, 202011:30 am-1:00 pm Franklin Office+ Google Map Lunch & Learns

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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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