Join us for one of our upcoming webinars!
As the lives of our clients are dynamic and multi-faceted, we’ve curated our virtual events series to cover a wide range of topical areas including investments and the market, to life and legacy financial planning to holistic health.
The ‘WAI’ to Build a Bouquet
In Honor of Earth Day
April 22, 2021 @ 3pm PST / 6pm EST
Beacon Pointe’s Women’s Advisory Institute (‘WAI’) is bringing the beauty of nature to your home and personal finances through SRI and ESG investing.
Macro & Markets: An Update
From Beacon Pointe’s CIO
May 13, 2021 @ 11am PST / 2pm EST
A quarterly recurring virtual series led by Chief Investment Officer, Michael Dow, provides Beacon Pointe clients with added insights pertaining to the current state of the economy and markets.
Wealth Planning 101
A Personal Finance Class
A 6-week Educational Series
June 7th-July 19th @ 11:30am PST
Covering the basics of wealth planning, investing, the macroeconomy and the role of a wealth advisor, this personal finance course is great for college-aged students and adults looking for a refresher on personal life financial management.