From Dream to Reality: Retirement Planning 101

From Dream to Reality: Retirement Planning 101

This past October 4th through 6th, Beacon Pointe Wealth Advisor’s Jill Steinberg attended and presented at Princeton University’s She Roars conference. Jill spoke on the importance of retirement planning so that, in the future, you can spend more time in your “happy place,” while showcasing hers: in a canoe on a beautiful lake. The Princeton alum also spoke about retirement being divided into three parts: the “go-go” years, the “slow-go” years and the “no-go” years and the importance of planning so that you can enjoy your “go-go” years without living in fear of financial slow down in your no-go years.

She Roars 2018 is Princeton’s University’s second conference that engaged and connected Princeton’s alumnae and was built on the success of the inaugural conference in 2011. It welcomed back 3,000 alumnae and celebrated the impact that Princeton women have had on the University and their communities.

To learn more about this monumental event, click here.

About Beacon Pointe:

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.

Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.


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