- Beacon Pointe Advisors

In the replay of our Women's Advisory Institute ("WAI") virtual workshop, we explored how to navigate business, financial, and life transitions with clarity and confidence. Whether personal or professional, change can create valuable opportunities—this session offers insights and strategies to help you embrace what’s next with purpose and peace of mind.

Need support during divorce? Start here: https://beaconpointe.com/divorce-financial-planning/
Lost a loved one? We're here to help guide you: https://beaconpointe.com/losing-a-loved-one/
For more information about WAI, please visit: https://beaconpointe.com/womens-advisory-institute/

Explore upcoming workshops designed to support women on their financial journey: https://beaconpointe.com/webinars/

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

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Adapting to Change with Confidence

This educational session, moderated by Beacon Pointe Senior Wealth Advisor, Julia Cummings, and joined by Acrisure Account Executive, Fred Giron, CPCU, AIC, is dedicated to helping Californians and those impacted by the recent Los Angeles fires gain a better understanding of their property and casualty insurance coverage. Get answers to frequently asked questions, decode key policy terminology to better understand your coverage, and learn essential tips from a trusted insurance broker to protect your most precious assets.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

YouTube Video UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci4yMUQyQTQzMjRDNzMyQTMy

Decoding Your California Insurance Coverage

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions. 'Your Dollars, Our Sense’ was authored by the women of Beacon Pointe Advisors. The rankings on this slide relate only to the book and should not be interpreted as a recommendation or endorsement of Beacon Pointe's advisory services. Beacon Pointe Advisors did not pay to participate in any award or survey. Rating provided by Amazon Book Services in 2017. Best Seller Publishing was compensated by Beacon Pointe for facilitating the book publication and ranking process by Amazon Book Services. Barron's and Financial Planning Magazine are not current clients of Beacon Pointe; additionally, the publications mentioned above are not being compensated for the endorsement of 'Your Dollars, Our Sense.'

YouTube Video UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci41QTY1Q0UxMTVCODczNThE

Financially & Fashionably Fabulous: Enhancing Confidence Through Style and Financial Planning

With aging loved ones, protecting their financial well-being is vital. Join Beacon Pointe's guest speaker, Heather Whitaker Goldstein with The Van Winkle Law Firm, and Beacon Pointe moderator Jacqui Friedrich to learn how to protect and empower families against financial exploitation and discern prevalent financial scams and abuse targeting loved ones.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

YouTube Video UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci45ODRDNTg0QjA4NkFBNkQy

Empowering Elders: Safeguarding Against Fraud & Financial Abuse