Foundations of Finance
A Summer Course
A 6-week Educational Series
Every Monday June 7th-July 19th
11:30am – 12:30pm PST
Covering the basics of wealth planning, investing, the macroeconomy and the role of a wealth advisor, this personal finance course is great for college-aged students and adults looking for a refresher on personal life financial management.
Institutional Insights: Nonprofit Donor Development in a Post-COVID Environment
June 23, 2021 @ 10:00am PDT / 1:00pm EST
Join institutional consultant Mitchell Hughes in hosting John McCarthy and Kristen Barnfield of Change for Balance on how to successfully build stronger donor retention as the world emerges from the Coronavirus pandemic.
Anxiety and Our Children – Coping in a Post-Pandemic Environment
July 21, 2021 @ 3:00pm PST / 6:00pm EST
Our panel of experienced counselors will provide us with an age-based look at psychological issues affecting our children today and where to turn should you need help working through these issues with your own child.
Macro & Markets: An Update From Beacon Pointe’s CIO
August 12, 2021 @ 11:00am PST / 2:00pm 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.