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Webinars and Workshops

We Hope You Can Join Us.
As the lives of many are dynamic and multifaceted, we’ve curated our virtual events series to cover a wide range of topics, including investments and the market, as well as holistic health and wealth.
2026 Foundations of Finance

Beginning June 10, 2026

Foundations of Finance: A Virtual Educational Series on the Basics of Investing and Financial Planning

This pre-recorded virtual lecture series, released weekly for six weeks, offers a clear introduction to investing, the economy, personal finance, and the role of a wealth advisor—ideal for college students and next-gen investors seeking a foundational refresher.

Register Here
Join Us! Macro & Markets

August 13, 2026 @ 11 AM PT

Macro and Markets: An Update from Beacon Pointe’s CIO

Delivered by the Beacon Pointe Office of the CIO, the live update includes answering clients’ real-time market and investment-related questions, providing economic data recaps, market themes and developments, sharing upcoming data releases and their potential market impacts, discussing investment game plans and outlooks, and addressing interesting geopolitical events and headlines.

Register Here

Available Exclusively for Clients and Their Family Members

allWEALTH® Workshops

Join us for one of our Financial Friday Workshops!

allWEALTH® 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
  • Make financial organization easy
Register Here

allWEALTH® 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
Register Here

allWEALTH® 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
Register Here

allWEALTH® Estate Planning for the Next Generation

Many young adults/families don’t realize the importance of estate planning even at a young age. Wondering why young adults/families need estate planning? Do you have children that don’t know where to start to get an estate plan? Invite them to join our small group to learn more:
  • Why planning is important for young adults/families
  • Overview of the Probate process
  • Explanation of Guardianship and reasons to avoid it
  • Types of asset ownership and how ownership affects assets at death
  • Introduction to basic estate planning documents
Register Here

allWEALTH® FAQs 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?
Register Here

Expert Insights

View the latest Webinars and Videos from Beacon Pointe.