Learn the ingredients for financial planning. Start your day (and your financial path) to success!

The Ingredients for Financial Planning

Start your day (and your financial path) to success!

Date: February 28th, March 6th and March 13th

Where: Beacon Pointe Headquarters

When: 8:00 AM – 9:00 AM

To RSVP@BeaconPointe.com or (949) 718-1600

Meet the Presenters:

Commie Stevens, JD – Partner, Managing Director of Strategic & Financial Planning

Kelly DiGonzini, CFP® – Director of Strategic & Financial Planning

Austin Rouk, CFP ® – Financial Planner

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