Beacon Pointe’s Well-Being Your WAI ft. Kelly DiGonzini, Michele Sarna & Kristen Solo

The ladies of Beacon Pointe’s Women’s Advisory Institute (“WAI”) took a moment to check-in with clients, friends and family of Beacon Pointe to make sure that we are all taking care of ourselves in light of the abrupt adjustment to life we are now required to navigate. Settling in with an evening glass of wine, bubbly or sparkling water, the audience joined in for a relaxed and informative segment on three key areas to support personal well-being:
1. How to Take Care of Yourself During These Unprecedented Times
2. Financial Planning Tips to Consider
3. CARES Act Highlights

Important Disclosure: This report 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 before making any investment decisions.