Creating a Legacy: The Benefits of an Endowment
September 24, 2020
When an organization establishes the notion that they will be in existence for perpetuity, it may be wise to consider…
Articles and News
A dedication to education is a Beacon Pointe hallmark. Here you’ll find informative articles on a wide variety of topics including macroeconomics and the markets, investing, financial planning and much, much more.
Finding Focus: Tips for Maintaining Your Not-For-Profit Board
September 24, 2020
Your not-for-profit organization is important and your mission is vital. So are the people and constituents you serve.
Bridging the Gap to Medicare
September 1, 2020
Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe…
Tips for Building an Investment Portfolio
September 1, 2020
Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe…
2020 IRS Updates
September 1, 2020
Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe…
Deferred Compensation Plans
August 28, 2020
Why should you offer a Deferred Compensation (DC) Plan? Doug Igel, CIMA®, AIF®, Director of Retirement Plan Services at Beacon…
Engaging Young Employees in a Plan
August 28, 2020
Engaging employees in their retirement plan is crucial to long-term financial success. Doug Igel, CIMA®, AIF®, Director of Beacon Pointe…
Start Your Engines – Plan Features That Accelerate Retirement Savings
August 28, 2020
Doug Igel, CIMA®, AIF®, Director of Beacon Pointe Retirement Plan Services and Diane Gallagher, Vice President of Retirement Marketing and…
An Intro to NQDCPs
August 28, 2020
Doug Igel, CIMA®, AIF®, Director of Retirement Plan Services at Beacon Pointe Advisors and James Bosley, Senior Vice President at…