Beacon Pointe Hosts 9th Annual Investment Forum
Beacon Pointe Headquarters hosted its 9th Annual Investment Forum at Big Canyon Country Club in Newport Beach, CA – introducing…
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Beacon Pointe’s Institutional Consulting Team Presents at CSU AOA Conference
Beacon Pointe’s Institutional Consulting Services Group was proud to participate in the 2020 Auxiliary Organizations Association (AOA) Conference for the…
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Estate Planning and Transitioning Family Assets
Client Situation: Mike and his second wife Barbara got married in 2010. Mike has four children from a previous marriage…
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The SECURE Act: Summary of Key Changes
On December 20th, 2019, President Donald J. Trump signed into law the Setting Every Community Up for Retirement (SECURE) Act,…
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Four Essential Estate Planning Ingredients
Think of an estate plan as a blueprint for what happens after your incapacitation or passing. Imagine your family making…
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Advanced Parenting: Expectation Statements
The legends you leave behind for your grandchildren can be implemented in a way that supports both their personal and…
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Kids and Money: Girl Scouts Take on Budgeting
Beacon Pointe was thrilled to host Girl Scout Troop 4288 at our headquarters office in Newport Beach, CA. As part…
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‘Tis the Season of Giving
The hustle and bustle of the holiday season is in full swing. The coming weeks will be filled with list…
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Divorce: Navigating a New Normal
Client Situation: Jane is a 48-year-old stay-at-home mother of three daughters who has been married to Ben, a real estate…
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