Thank you to all of the ladies who joined us for our Prudent Purse Event! It was a fun evening full of quick tips for overall financial and nutritional health.
* * *
Mark your calendars for our NEXT Prudent Purse Series event which will be held at our office in Newport Beach, CA in early November. The topic: “Give Your Children the Gift of Finance: Financial Planning Through the Decades.”
* * *
Below are some photos from our most recent Prudent Purse Series.
We hope to see you at one of our future Beacon Pointe WAI events! As our goal is to further financial education of women of all ages, remember that your female friends and family are always welcome at any of our WAI events!
We look forward to seeing you next time!
~Your WAI Board Members~
(*Commie Stevens and Shannon Eusey not pictured)
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 tailored to you.
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