On Friday, May 18th, 2018, Beacon Pointe’s Newport Beach office hosted a Women’s Advisory Institute (WAI) event which turned out to be quite a success! We welcomed Chef, Suzanne Daniel, to demonstrate her favorite summer salad recipe. We then heard from Leslie Daff, Estate Planning Attorney and one of our long-time business partners, to discuss the ingredients of planning an effective estate plan. Each event attendee walked away with a copy of the Your Dollars, Our Sense book as well and had the opportunity to speak to a couple of the authors in person. Thanks to all our guests for making it such a fun and successful event!
We are moms, daughters, wives, sisters and friends. We’re also business owners, financial planners, investment advisors and lawyers. We understand you because we are just like you. Founded in 2011, the Beacon Pointe Women’s Advisory Institute (WAI) was formed with the commitment to providing female clients and their families with peace of mind and the ability to meet their long-term life and legacy goals. We also specialize in helping clients through monumental life transitions. Whether a client needs comprehensive financial planning or investment strategy execution, or both, the Beacon Pointe advisory team has the resources and expertise to design an approach tailored to you.