Join Us for One of Our Upcoming Webinars

As the lives of many 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.

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

Beginning June 11, 2025

This pre-recorded virtual lecture series, released weekly over a span of 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
Foundations of Finance
Macro & Markets: An Update from Beacon Pointe CIO

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

August 14, 2025 @ 11 AM PT

A quarterly virtual series, hosted by Michael Dow, CIO, and moderated by Julien Frazzo, Deputy CIO, offering exclusive insights on the current economic and market landscape.
Register Here

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
  • Make financial organization easy
Register Here

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

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

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

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?
Register Here

Expert Insights

View the latest Webinars and Videos from Beacon Pointe.

The Beacon Pointe 'Foundations of Finance' Summer Educational series offers a clear introduction to the economy, investing, and financial planning —ideal for college students and next-gen investors seeking a foundational refresher. In Class 4, we dive into the fundamentals of portfolio construction and how to align your investments with what matters most to you. From risk tolerance to responsible investing, discover how thoughtful planning can build a portfolio that’s both purposeful and personalized. Missed Class 3? Tune in at your convenience: https://youtu.be/Gdf31w0RF6M Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Foundations of Finance Class 4: Portfolio Construction & Aligning Investments with Your Values

The Beacon Pointe 'Foundations of Finance' Summer Educational series offers a clear introduction to the economy, investing, and financial planning —ideal for college students and next-gen investors seeking a foundational refresher. In Class 3, we explore the role of money managers and learn more about how they conduct investment research and deploy their investment philosophies and strategies. Missed Class 2? Tune in at your convenience: https://youtu.be/RUbOH_uqGkY Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Foundations of Finance Class 3: Investing and the Role of a Money Manager

The Beacon Pointe 'Foundations of Finance' Summer Educational series offers a clear introduction to the economy, investing, and financial planning —ideal for college students and next-gen investors seeking a foundational refresher. In Class 5, we cover financial planning fundamentals that help build a strong financial foundation. From budgeting and saving to debt management, investing priorities, and goal setting, we walk you through the essentials to help you take control of your money and plan confidently for the future. Missed Class 4? Tune in at your convenience: https://youtu.be/_1DD5GpfHqs Ready to take the next step toward financial independence? Watch our follow-up video: https://youtu.be/M57XRerd3TI?si=_R8-eQUcsxdmqvg8 Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Foundations of Finance Class 5: Personal Finance 101 - The Road to Success

The Beacon Pointe 'Foundations of Finance' Summer Educational series offers a clear introduction to the economy, investing, and financial planning —ideal for college students and next-gen investors seeking a foundational refresher. In Class 2, we break down the basics—stocks, bonds, and alternative investments—explaining what they are, how they work, and where they fit into a balanced portfolio. Missed Class 1? Tune in at your convenience: https://youtu.be/ob1klAu4ALo Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Foundations of Finance Class 2: Econ Basics - Stocks, Bonds & Alternative Investments

The Beacon Pointe 'Foundations of Finance' Summer Educational series offers a clear introduction to the economy, investing, and financial planning —ideal for college students and next-gen investors seeking a foundational refresher. In Class 1, we explore the key economic moments that defined monumental highs and lows, what triggered them, and how their ripple effects continue to impact markets, policies, and everyday lives. Gain a deeper understanding of how the past informs the future of our economy, and as educated investors. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Foundations of Finance Class 1: The Booms, The Busts, and Their Lasting Effects on Our Economy

Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. While some managed retirement accounts may outperform target date funds under certain conditions, this is not guaranteed and depends on various factors including market conditions, investment strategy, and individual investor needs. Past performance is no guarantee of future results. The information set forth herein is confidential and is for the sole use of our clients and prospective clients and only in connection with the purposes for which it is presented. By accepting delivery of the information, the intended recipient agrees that: a) the information set forth and the methodologies utilized herein are proprietary to Beacon Pointe Advisors, LLC (“Beacon Pointe”) and b) no part hereof will be reproduced, reprinted, disseminated, displayed, or utilized for any reason other than the purposes expressed without the prior written consent of Beacon Pointe. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified or attested to the accuracy or authenticity of the information. Beacon Pointe shall not be liable to customers or anyone else for the inaccuracy or non-authenticity of the information or any errors of omission in content regardless of the cause of such inaccuracy, non-authenticity, error, or omission, except to the extent arising from the sole gross negligence of Beacon Pointe. In no event shall Beacon Pointe be liable for consequential damages. Beacon Pointe Advisors does not offer legal or tax advice. Please consult with the appropriate tax or legal professional regarding your circumstances. This information is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Only a tax or legal professional may recommend applying this general information to any particular situation or prepare an instrument chosen to implement any design discussed herein. Nothing herein should be relied upon as personalized investment advice, nor should it be considered an individualized recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. An investor should consult with their financial professional before making any investment decisions. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended by Beacon Pointe) will be profitable or equal to past performance levels. All investment strategies have the potential to profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
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Maximizing Your 401(k) and Other Workplace Retirement Plans

Gain insight into what your business is truly worth and how to prepare for a strategic and successful exit. This webinar replay covers four essential focus areas that drive value and readiness. Learn how to avoid common pitfalls, strengthen your business, and align your future and the future of your company for long-term success. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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What is Your Business Worth?

This quarterly macroeconomic update offers a high-level overview of key economic trends shaping the markets. Topics include the latest developments in inflation, interest rates, employment, market volatility, global growth, and geopolitical influences, along with insights into how these factors are influencing investment strategies. Designed to provide clarity amid changing market conditions, this macroeconomic debrief helps investors stay informed and aligned with their long-term investment plans and financial goals. Sign up for future market and economic insights here: https://beaconpointe.com/webinars/ Looking for more data-driven insights? Access our monthly market report: https://beaconpointe.com/beacon-pointe-of-view-a-market-update-may-2025/ Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: May 2025 - An Update from Beacon Pointe Chief Investment Officer, Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Ready for Retirement?

In the replay of our Women's Advisory Institute ("WAI") virtual workshop, we explored how to navigate business, financial, and life transitions with clarity and confidence. Whether personal or professional, change can create valuable opportunities—this session offers insights and strategies to help you embrace what’s next with purpose and peace of mind. Need support during divorce? Start here: https://beaconpointe.com/divorce-financial-planning/ Lost a loved one? We're here to help guide you: https://beaconpointe.com/losing-a-loved-one/ For more information about WAI, please visit: https://beaconpointe.com/womens-advisory-institute/ Explore upcoming workshops designed to support women on their financial journey: https://beaconpointe.com/webinars/ Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Adapting to Change with Confidence

We help families successfully and efficiently transfer wealth to the next generation. Some begin planning years before receiving an inheritance, while others start at the time a loved one passes. Regardless of your timeline, our team is here to guide you on your journey. We provide comprehensive wealth planning so that you will understand how to manage risk and preserve wealth. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Financial Planning for Wealth Inheritors

Being financially secure is more than knowing your risk tolerance, having an investment portfolio in place, or sticking to a budget. It’s about aligning your wealth to fuel your life and legacy goals and all the financial considerations in between – retirement income, healthcare planning, estate and tax planning, and so much more. Let us help you put your best plan forward so you can live your best life. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Are You Retired or Nearing Retirement?

Steer through the complexities of stock options, pensions and bonuses, and other important financial components with Beacon Pointe. Our full suite of comprehensive wealth management services is designed for both Fortune 500 employers and employees – ensuring personal financial health is as robust as the corporation you may work for or manage. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Guiding Corporate Employees on Their Path to Retirement

We understand that the journey of entrepreneurship, while rewarding, can also be all-consuming. From startup to scale-up, Beacon Pointe Advisors partners with business owners and entrepreneurs for innovative financial management that meets the unique challenges of growing and selling a business. From retirement plan management to business valuations, equity considerations, and tax implications, our Beacon Pointe advisory team can ensure you know your options and allow you to make confident and informed decisions about your future. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Navigating Business Owner Financial Planning Complexities

Planning and investing are intertwined – investments propel a financial plan forward and should be uniquely aligned and integrated with your goals. Our allWEALTH® process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Aligning Your Wealth to What Matters Most to You

Beacon Pointe works closely with clients to their 401(k) and other workplace retirement plans help allow them to live their best retirement life by making smart choices now through informed decisions. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Your 401(k) and Other Workplace Retirement Plans

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Find Your People at Beacon Pointe Advisors

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: February 2025 - An Update from Chief Investment Officer, Michael G. Dow

This educational session, moderated by Beacon Pointe Senior Wealth Advisor, Julia Cummings, and joined by Acrisure Account Executive, Fred Giron, CPCU, AIC, is dedicated to helping Californians and those impacted by the recent Los Angeles fires gain a better understanding of their property and casualty insurance coverage. Get answers to frequently asked questions, decode key policy terminology to better understand your coverage, and learn essential tips from a trusted insurance broker to protect your most precious assets. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Decoding Your California Insurance Coverage

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: December 2024 - An Update from Chief Investment Officer, Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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How to Replace Your Paycheck When You Retire: A Webinar for Employees of the 3M Company & Solventum

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Year-End Tax Planning Tips: A Webinar for Employees of the 3M Company & Solventum

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions. 'Your Dollars, Our Sense’ was authored by the women of Beacon Pointe Advisors. The rankings on this slide relate only to the book and should not be interpreted as a recommendation or endorsement of Beacon Pointe's advisory services. Beacon Pointe Advisors did not pay to participate in any award or survey. Rating provided by Amazon Book Services in 2017. Best Seller Publishing was compensated by Beacon Pointe for facilitating the book publication and ranking process by Amazon Book Services. Barron's and Financial Planning Magazine are not current clients of Beacon Pointe; additionally, the publications mentioned above are not being compensated for the endorsement of 'Your Dollars, Our Sense.'
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Financially & Fashionably Fabulous: Enhancing Confidence Through Style and Financial Planning

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Beacon Pointe Advisors Celebrates National Sports Day

A Conversation with Libby Cantrill, PIMCO’s Head of Public Policy, and Michael Dow, Beacon Pointe’s Chief Investment Officer. Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided.
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A View from Washington Inside the U.S. Elections

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: August 2024 - An Update from Chief Investment Officer, Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: May 2024 - An Update from Chief Investment Officer, Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: February 2024 - An Update from Chief Investment Officer, Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: December 2023 - An Update from Chief Investment Officer, Michael G. Dow

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. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Empowering Elders: Safeguarding Against Fraud & Financial Abuse

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: August 2023 - An Update from Chief Investment Officer, Michael G. Dow

Contacts: Marcie Glenn CEO and Chief Talent Strategist, Another Source MarcieG@anothersource.com Jesse Crane Business Development, Institutional Consulting, Beacon Pointe Advisors JCrane@beaconpointe.com Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this webinar are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided.
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The Future of Hiring Trends, Tactics, & Strategies to Stay Ahead in the Evolving Recruitment World

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: May 2023 - An Update from Chief Investment Officer, Michael G. Dow

Over the next two decades, the United States will experience an unprecedented shift of wealth as it is estimated that $30 trillion will be passed down from one generation to the next. This phenomenon, known as the "Great Wealth Transfer," could completely change philanthropy as we know it today. During our most recent Institutional Insights, Beacon Pointe's Felix Lin, CFA, sat down with Jefferson Lee, MAOL, Director of Philanthropy for Asia World Vision International, to talk about the current non-profit landscape and expectations for the future. During the conversation, they discuss how ever-changing culture impacts non-profits, and ways organizations can work to build a new audience of donors and stay relevant for the future generations of donors. Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this webinar are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided.
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Challenges for Nonprofits Going Forward

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: February 2023 - An Update from Chief Investment Officer, Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: December 2022 - An Update From Chief Investment Officer, Michael G. Dow

Would you like to learn how to better align your time, talents, and treasure with your philanthropic goals? Are you hoping to have a greater impact with your philanthropy but aren't sure how to go about doing so? Do you know the various investment vehicles that can be utilized to maximize strategic tax planning surrounding your charitable efforts? Amy Holdsman has the experience and knowledge to help you identify where and how they can have the most impact and develop a plan of action for purposeful engagement. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Giving With Purpose & Passion: Making the Most of Your Charitable Giving

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Creating Content that Drives Impact

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: August 2022 - An Update from Chief Investment Officer, Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Implications of the 2022 Giving USA Report

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: May 2022 - An Update from Chief Investment Officer, Michael G. Dow

The month of March 2022 marks the 20th anniversary of Beacon Pointe! Beacon Pointe opened its doors in March 2002 with zero offices and zero assets under management. Fast forward twenty years to March 2022, Beacon Pointe now has 35 offices and more than $25 billion in assets under management with a nationwide team of more than 350 professional members and 10,000+ clients. Please join us in celebrating 20 years of Beacon Pointe!
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Beacon Pointe Celebrates 20 Year Anniversary

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: February 2022 - An Update from Chief Investment Officer, Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Fantastic Storytelling to Raise More Money

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: November 2021 - An Update from Chief Investment Officer, Michael G. Dow

At Beacon Pointe, our team dedicates a great deal of time ensuring the protection of our client's information and assets.  As our panelists shared in our recent event, cybercrime has increased by 600% since the onset of the COVID-19 pandemic. We thank the Charles Schwab Technology Consulting Team for joining Beacon Pointe Chief Technology Officer, David Le, in a dynamic conversation about cybersecurity best practices and safety measures to protect personal data.  Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Addressing Risk From All Angles: A Lesson in Cyber Safety and Security

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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The Five Tool Fundraiser

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Perspectives on Philanthropy

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: August 2021 - An Update from Chief Investment Officer, Michael G. Dow

Thank you to those who joined us for our recent Women's Advisory Institute ('WAI') virtual event - 'Anxiety and Our Children.' With the health and happiness of our clients and their families being at the forefront of what we do, this topical event was one that is near and dear to our hearts at Beacon Pointe. We were humbled to have the opportunity to host an open and honest conversation about mental health in children, adolescents and young adults. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Anxiety & Our Children - A Women's Advisory Institute Event

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Fundraising and Nonprofit Donor Development

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: May 2021 - An Update from Chief Investment Officer, Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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The Evolution of Private Credit

Thank you to those who joined us for our recent Women's Advisory Institute ('WAI') virtual event! We were thrilled to have Donna Minch, florist and horticulturist, along with Kate Pettee of Beacon Pointe's Philadelphia office lead our fun and interactive bouquet building session. At Beacon Pointe, we wish to help our clients feel their best financially, physically and mentally. We hope this event allowed for you to tune into your values alongside your investments, connect with nature and learn how to bring the beauty of the outdoors into your home.  Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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The 'WAI' to Build a Bouquet

Investments have the capability to create viable returns while simultaneously making a positive impact. There are many underlying approaches to values-based investing that can be implemented to portray your personal values and allow you to invest in what matters most to you.
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The Basics of Values-Based Investing

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Income Planning Strategies

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: Feb 2021 - An Update from Beacon Pointe Chief Investment Officer, Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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What to Do When You Lose a Loved One

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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The Dangers of Inflation

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Tips for Raising Financially Savvy Children

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Divorce Planning

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLklTNEprWTV0dHln

Year-End Gifting Strategies

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: November 2020 - A Post-Election Update

Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Investing in the Age of Financial Repression

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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The 'WAI' to Flow Through Your Day

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Tips for Building an Investment Portfolio

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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2020 IRS Updates

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Bridging the Gap to Medicare

Doug Igel, CIMA®, AIF®, Director of Beacon Pointe Retirement Plan Services and Diane Gallagher, Vice President of Retirement Marketing and Value Add at American Century Investments provide insight into the perceptions of participants can help retirement plan professionals understand their unique opinions about retirement saving and the role they want employers to play. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Start Your Engines – Plan Features That Accelerate Retirement Savings

Doug Igel, CIMA®, AIF®, Director of Retirement Plan Services at Beacon Pointe Advisors and James Bosley, Senior Vice President at Prudential Retirement discuss the current trends of executive benefits and how non-qualified deferred compensation plans can integrate into your company's overall benefits strategy. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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An Intro to NQDCPs

Engaging employees in their retirement plan is crucial to long-term financial success. Doug Igel, CIMA®, AIF®, Director of Beacon Pointe Retirement Plan Services and Jae Kim, Senior Vice President and Client Advisor at Neuberger Berman discuss how to get your younger employees to start investing in their retirement. They also discuss how including ESG investments in your retirement plan is one strategy to engage employees in their financial future. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Engaging Young Employees in a Plan

Why should you offer a Deferred Compensation (DC) Plan? Doug Igel, CIMA®, AIF®, Director of Retirement Plan Services at Beacon Pointe Advisors and James Bosley, Senior Vice President at Prudential Retirement discuss the proper design of a Deferred Compensation Plan, how tax reform affects these types of plans, and more. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Deferred Compensation Plans

Beacon Pointe Senior Wealth Advisor, Matthew Armistead, CFP®, CIMA® sits down for a dynamic conversation with Stanford Graduate School of Business Lecturer and Former Deputy Director and Director of the White House National Economic Council, Keith Hennessey. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making investment decisions.
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The Biggest Questions for 2021 American Economic Policy

Doug Igel, CIMA®, AIF®, Director of Beacon Pointe Retirement Plan Services and Sherrie Boutwell, Partner at Boutwell Fay LLP discuss trending topics for retirement plan sponsors in the new year. This webinar provides an overview of topics such as utilizing a 401(k) plan to pay off student loans, cybersecurity issues for plan sponsors and fiduciaries and financial wellness initiatives. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Hot Topics for Retirement Plan Sponsors in 2019

Plan sponsors have a lot of priorities to balance. Given limited resources and time, where should environmental, social and governance (ESG) strategies rank among the many priorities competing for attention? New research from Wells Fargo Asset Management (WFAM) seeks to answer this question. Michael Di Rocco, Plan Consultant, Beacon Pointe Retirement Plan Services and Lia Lundgren, C(k)P, Regional Director of Wells Fargo Asset Management as discuss what ESG is, show what participant reactions are to it based on joint research from Wells Fargo and Gallup, and provide takeaways and action items for plan sponsors. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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ESG Strategies for Retirement Plan Sponsors

Selecting the appropriate target date fund is perhaps the most important investment decision a plan committee can make. Given the focus on the asset class by regulators and litigators, Michael Di Rocco, Plan Consultant, Beacon Pointe Retirement Plan Services and Peter Cavallini, CFA, DCIO Strategic Account Manager, PGIM Investments, LLC, discuss the evolution of the target date fund space, challenges in identifying key risks faced by participants, and provide a framework for making an ideal selection. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Evaluating Target Date Funds

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speakers Mark Hancock Partner-Director of Business Development and Client Services Mark joined FPA in 2010. He is responsible for the overall coordination and management of the firm’s client services and business development initiatives. From 2002 until 2010, Mark along with two partners, was responsible for the management and growth of Tiedemann Wealth Management. Previously he was with Richemont International, a multinational holding company controlled by the Rupert family. From 1994 until 1998 Mark worked for the Stephens family in Arkansas, as part of the team that oversaw the family’s wealth management process. He earned a Bachelor of Business Science degree from the University of Cape Town and an MBA from NEOS International Business School (summa cum laude), Italy. Jonathan Rahbar, Vice President-Product Specialist Jonathan joined FPA in 2016. He primarily serves as a product specialist for the FPA Funds and strategies. Prior to joining FPA, Jonathan spent three years at Jackson National as a senior analyst in the investment management group, where he was responsible for manager due diligence and product development. From 2007 to 2013, he worked as an analyst at Morningstar. Jonathan earned a Bachelor's degree in English (with honors) from DePaul University, and an MA from Northwestern University. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Manager Series - FPA Crescent

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speaker Larry J. Redell Larry is a Member of St. James, overseeing operations, marketing and client service. Larry formerly worked in the Private Client Group at Goldman Sachs in Dallas after graduating from University of North Carolina in Chapel Hill where he received his MBA. Larry graduated in 1991 from the University of Texas in Austin with a BBA in Finance. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Manager Series - St. James Investment Company

Disclaimer: This recording has been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
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Retirement Match & Vesting

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speaker Alison Shimada Senior Portfolio Manager and Head of SF Global Emerging Markets Equity Alison Shimada is a senior portfolio manager and head of the SF Global Emerging Markets Equity team at Wells Fargo Asset Management (WFAM). She joined WFAM in 2003 after serving as an investment officer of the University of California Regents-Office of the Treasurer. Prior to her current role, she served as a senior analyst covering areas of developing Europe and Africa for three years with the firm. She began her responsibilities at WFAM as the head of equity research for the developed markets (EAFE) international equity team and as a senior investment analyst for Japan and Australia/New Zealand. She began her investment industry career in 1985, and her prior experience also includes serving as a portfolio manager specializing in Malaysian equities at Commerce Asset Fund Managers and as a senior equity analyst covering Japanese securities at Fidelity Investments Japan. Alison earned a bachelor’s degree in political economies of industrial societies from the University of California at Berkeley. She earned a master's degree in business administration from Harvard Business School. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Manager Series - Wells Fargo Asset Management

Alex Sanchez, Practice Leader of Pension Assurance, as they discuss plan audit processes as well as best practices and common deficiencies. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Helping Plan Sponsors Prepare for The Annual Audit

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speaker James Donald Managing Director, Head of Emerging Markets, Portfolio Manager/Analyst of Emerging Markets Equity James Donald is a Managing Director and Head of Emerging Markets and Portfolio Manager/Analyst on the Emerging Markets Equity team. He is also a member of the International Equity Select with Emerging Markets team. Since joining Lazard in 1996, James has been instrumental in developing and coordinating the emerging markets activities at Lazard. He began working in the investment field in 1983. Prior to joining Lazard, James was a Portfolio Manager with Mercury Asset Management. He has a BA (Hons) in history from the University of Western Ontario. James is a board member of EMpower, a charity of investment professionals focused on adolescents, healthcare, and women's issues in emerging markets countries, as well as a member of the 20-20 Investments Association, an investor group that is focused on emerging markets. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Manager Series - Lazard Asset Management

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speaker Chris D. Wallis, CFA, CPA CEO and CIO ▪ 25 years investment management / financial analysis and accounting experience ▪ M.B.A., Harvard Business School, 1998; B.B.A., Baylor University, 1991, Accounting; Chartered Financial Analyst® designation; Certified Public Accountant-State of Texas ▪ Professional Background: Vaughan Nelson since 1999; Associate, Simmons & Company International (1998-1999); Manager, Coopers & Lybrand, LLP (1991-1996) ▪ Affiliations, Current and Past: Member, CFA Institute ▪ Vaughan Nelson Responsibilities: CEO / CIO / Senior Portfolio Manager Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Manager Series - Vaughan Nelson Investment Management

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speaker Joshua J. Honeycutt, CFA Partner Portfolio Manager/Analyst Joshua J. Honeycutt, CFA is a partner, serves as portfolio manager for the Global strategy and is a member of the investment team. Before joining Mar Vista Investment Partners in January 2009, he spent seven years as an analyst at Roxbury Capital Management with a special emphasis in covering consumer discretionary and retail stocks. Josh was also an analyst with Harvey & Company, covering mergers and acquisitions and an associate in forensic accounting at Tucker Alan. He has a B.S. with distinction in management/finance from Purdue University. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Manager Series - Mar Vista Investment Partners

Disclosure: This recording is for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
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Status of Qualified Retirement Plans

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: August 2020 - An Update from Beacon Pointe Chief Investment Officer, Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Estate Planning Tips

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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'Bridging the Gap' to Medicare & Medicare Basics

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Coronavirus and Actions to Take Regarding Your IRA

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Tips for Improving Your Portfolio in Volatile Markets

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Tips for Budgeting During the Pandemic and Your Stimulus Check

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Beacon Pointe Recommended Reads

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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The Wealth of Sleep: One of Your Most Valuable Assets

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Five Common Estate Planning Mistakes, and How to Avoid Them

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. This content is the property of Beacon Pointe Advisors and is subject to copyright.
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Beacon Beats (Episode 3): A Mini Series Covering All Things Beacon Pointe & RIA News

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. This content is the property of Beacon Pointe Advisors and is subject to copyright.
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Beacon Beats (Episode 2): A Mini Series Covering All Things Beacon Pointe & RIA News

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. This content is the property of Beacon Pointe Advisors and is subject to copyright.
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Beacon Beats (Episode 1): A Mini Series Covering All Things Beacon Pointe & RIA News

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Macro & Markets: May 2020 - An Update from Beacon Pointe Chief Investment Officer Michael G. Dow

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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What in the World is Happening to Mortgage Rates?

Important Disclosure: This report is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional before making any investment decisions.
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Investment Insights with Beacon Pointe CIO, Michael Dow, hosted by Managing Director, Indya Yuill

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You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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