Join us for one of our upcoming webinars!
As the lives of our clients are dynamic and multi-faceted, we’ve curated our virtual events series to cover a wide range of topical areas including investments and the market, to life and legacy financial planning to holistic health.
Empowering Elders: Safeguarding Against Fraud and Financial Abuse

Empowering Elders: Safeguarding Against Fraud and Financial Abuse

October 12, 2023 @ 11 am PT / 2 pm ET

With aging loved ones, protecting their financial well-being is vital. Join Beacon Pointe’s guest speaker, Heather Whitaker Goldstein with The Van Winkle Law Firm, and Beacon Pointe moderator Jacqui Friedrich to learn how to protect and empower families against financial exploitation and discern prevalent financial scams and abuse targeting loved ones.

Macro & Markets: An Update From Beacon Pointe’s CIO

December 7, 2023 @ 11 am PT / 2 pm ET

A quarterly recurring virtual series led by Chief Investment Officer, Michael Dow, providing Beacon Pointe clients with added insights pertaining to the current state of the economy and markets.

Macro & Markets

Join us for one of our Financial Friday Workshops!
– Available Exclusively for Clients & Their Family Members –

Financial Clarity Workshop

Join our small group workshop to learn how to use your allWEALTH hub to have financial clarity.  We’ll get you signed in privately and go over how to:

  • See your net worth
  • See and track what you own and where it is held
  • Track your sources of income
  • Track your expenses
  • Makę financial organization easy

FAQs about Estate Planning

Have a will or trust but fuzzy about its purpose? Wondering if it fits your life today? Join our small group to review:

  • The purpose of common estate documents
  • When to consider updating your documents
  • How to think about fairness among children
  • How to discuss your plan with key people
  • The pros and cons of a living inheritance

Mastering Your Cash

In this small group workshop, learn how to use our online tool to manage your cash and conquer your budget. We’ll cover:

  • What it takes to reach financial freedom
  • How cash flow clarity reduces stress
  • How to think about credit card debt
  • How to create budget that works
  • Tips to make financial organization easy

Frequently Asked Questions about Benefits and Paychecks  

Starting a new job and unsure how to maximize your benefits? Join us to cover some common questions:

  • Which retirement account is best? How much should you contribute?
  • What should you consider in reviewing your heath care options?
  • Heath Savings Account or Flexible Spending Accounts?
  • How to think about employer-provided life and disability insurance?
  • What is a W-4 and exemptions to claim?
  • How can you use direct deposit to your advantage?
  • How and why to check your paystub?
Expert Insights

View the latest Webinars from Beacon Pointe.


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