Beacon Pointe’s Julie Johnson and Commie Stevens were honored to speak with a group of lovely ladies interested in giving their personal and financial life a spring cleaning. Schwab Honolulu’s financial consultants put on an informative and fun event that began with welcoming remarks by Branch Manager Colleen Blacktin, followed by Karen Simon of Island Organizers giving great tips on how to organize any area or project. The ladies then enjoyed a delicious lunch prepared by the famed eatery, Nikko’s at Pier 31, followed by Commie sharing the reasons why women need to get involved in their financial lives and Julie sharing practical tips to get their finances in order.
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The event was part of a long-standing series of women-only educational events that make up the Schwab’s Women’s Investment Workshop series. The attendees particularly appreciated the practical handouts provided by Beacon Pointe to get their financial life in order (handouts: Document Retention Guidelines, Net Worth Statement, Vital Family Information) and the copy of Carrie Schwab-Pomerantz’s practical new book, The Charles Schwab Guide to Finances After Fifty.
Photographed in bottom left corner: Commie Stevens and Julie Johnson of Beacon Pointe Advisors
About Women’s Advisory Institute:
We are moms, daughters, wives, sisters and friends. We’re also business owners, financial planners, investment advisors and lawyers. We understand you because we are just like you.
Founded in 2011, the Beacon Pointe Women’s Advisory Institute (WAI) was formed with the commitment to providing female clients and their families with peace of mind and the ability to meet their long-term life and legacy goals. We also specialize in helping clients through monumental life transitions. Whether a client needs comprehensive financial planning or investment strategy execution, or both, the Beacon Pointe advisory team has the resources and expertise to design an approach
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.
Our employees are the FACES of Beacon Pointe:
Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded