Institutional Insights: The Five Tool Fundraiser
Tuesday, September 28, 2021 @11:00am PDT / 2:00pm EST
Join Beacon Pointe’s Mitchell Hughes as he welcomes Chris Looney from CCS Fundraising to learn what it takes to become a “five tool” fundraiser and the tools and resources that can help elevate your game to the hall of fame level.
Addressing Risk From All Angles: A Lesson in Cyber Safety and Security
October 21, 2021 @ 10:00am PDT / 1:00pm EDT
Covering the latest virtual security threats, cybersecurity awareness and best practices, join Beacon Pointe’s Chief Technology Officer and the Charles Schwab Technology Team to learn how best to protect your online personal information from cyber criminals.
Macro & Markets: An Update From Beacon Pointe’s CIO
November 11, 2021 @ 11am PST / 6pm EST
A quarterly recurring virtual series led by Chief Investment Officer, Michael Dow, provides Beacon Pointe clients with added insights pertaining to the current state of the economy and markets.