A dedication to education is a Beacon Pointe hallmark. 

Whether you’re seeking economic and investment updates, financial and estate planning tips, committee governance and best practices, or holistic health and wealth concepts, we have videos that cover it all.

Macro & Markets

A macroeconomic and market update from Beacon Pointe CIO, Michael Dow, CFA, and Deputy CIO, Julien Frazzo.

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Timely Topical Conversations

Covering a wide range of conversational topics that impact financial well-being and overall holistic health.

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Foundations of Finance: The Basics of Investing & Financial Planning

This complimentary course is designed for next-gen investors and young adults looking for a refresher on the basics of the economy and personal finance.

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Watch anything that piqued your interest? Connect with us if there is something we can help you with.

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