Thank you for registering for our Retirement Dinner Seminar!
We look forward to seeing you there!
Our team is excited for the opportunity to provide you with valuable insights and information on retirement planning and financial security. It should be an enlightening and enjoyable evening filled with knowledge-sharing and meaningful discussions.
Special Message from Jon Maxson, CEO of Beacon Capital Management
We are honored to spend the evening with you, enjoying a delicious meal and answering your retirement questions.
If you have any questions about the seminar or changes to your reservation, please let us know.
Just call (615) 716-2061 or email [email protected].
Important Information About Your Seminar Experience:
Time
- Lunch events start sharply at 11:30 am with a one-hour presentation and lunch immediately following. Please arrive by 11:15 am to be checked in, seated, and place your order.
- Dinner events start sharply at 6:00 pm with a one-hour presentation and dinner immediately following. Please arrive by 5:40 pm to be checked in, seated, and place your order.
Zero Selling
- While we understand you may have attended other events in the past that were little more than a sales pitch- we assure you that you will not experience that at our events.
- Our goal is to inform and educate the community and introduce our services to those that may need them.
- If you decide to work with our firm after the event, we’d be honored to talk to you.
Questions:
- Give us a call! (615) 716-2061
These events are geared toward folks new to Beacon.
- If you are a current Beacon client, we encourage you to schedule time with your advisor to discuss your specific needs, or we’d love to have you bring a guest.
- If you are not a current client and have attended one or more of these events in the past, we encourage you to schedule a complimentary consultation with a Beacon financial advisor here.
Guests will also receive the following:
- Money Enough for Life book.
- Maximizing Your Retirement Income: What you need to consider now to get the most out of your Social Security, Healthcare, and more.
- Tax-Efficient Strategies in Today’s Economy: Navigating the complexities of taxation and maximizing opportunities for savings and efficiency.
If you’re in your fifties or beyond, at some point you’ve probably received a shiny postcard in the mail inviting you to a financial seminar and a free steak dinner. Maybe you’ve wondered, is it legit? Will you just be sold to? Most importantly, is it worth your valuable time? Let’s take a peek behind the curtain of retirement seminars so you know what you’re getting into, should you choose to attend.
Now, unfortunately, some financial seminars are little more than a sales pitch… or worse, a scam. We can assure you that will not be your experience at Beacon’s events.
Here’s why we believe it’s a good idea to attend a financial planning seminar hosted by an established fiduciary firm… (continue reading)
