& Upcoming Dates
From Beacon Capital Management’s CEO, Senior Partner, and Co-Owner Jon Maxson
This is Jon Maxson, CEO of Beacon Capital Management. I want to take a few minutes to reach out to give you a quick update on some important announcements and upcoming dates.
We will continue to communicate with you, whether through webinars, emails, or videos to let you know what we see in the market, and what we’re focused on.
State of the Market Update
Our 4th State of the Market Webinar of the year is coming soon. We will notify you via email.
Medicare Open Enrollment
It is officially Medicare Open Enrollment time now through December 7th.
We have a healthcare specialist on staff that will be happy to walk you through your options.
- If you are new to Medicare and have questions: schedule a free 15-minute intro to Medicare call.
- If you are already enrolled in Medicare and want to review your policy: schedule a policy review meeting.
- If you aren’t ready to discuss but want to learn more about Medicare, read our article: How Does Medicare Work? Top 12 Questions Answered.
If you have estate planning needs and have not attended one of our Estate Planning Lunch and Learn events with special guest speaker Ryan Knight from Knight Legal, I strongly encourage you to do so. Our next event is on November 10th @ 11:30 am. Register here.
Free Lunch Events: How Will Inflation and the Next Recession Affect Your Retirement?
With inflation, economic fluctuations, and talk of the next recession, you may feel concerned—and you’re not alone. You and your adult guests are invited to join us for a free lunch event at Perry’s Steakhouse and Grille or Ruth’s Chris Steakhouse. Simply choose your date and location preference! Learn more here.
As always, we are here for you,
John Maxson, CEO, Senior Partner, Co-Owner