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.

Foundations of Finance
A Summer Course

A 6-week Educational Series
Every Monday June 7th-July 19th
11:30am – 12:30pm PST

Covering the basics of wealth planning, investing, the macroeconomy and the role of a wealth advisor, this personal finance course is great for college-aged students and adults looking for a refresher on personal life financial management.

Institutional Insights: Nonprofit Donor Development in a Post-COVID Environment

June 23, 2021 @ 10:00am PDT / 1:00pm EST

Join institutional consultant Mitchell Hughes in hosting John McCarthy and Kristen Barnfield of Change for Balance on how to successfully build stronger donor retention as the world emerges from the Coronavirus pandemic.

Institutional Insights
Anxiety and Our Children

Anxiety and Our Children – Coping in a Post-Pandemic Environment

July 21, 2021 @ 3:00pm PST / 6:00pm EST

Our panel of experienced counselors will provide us with an age-based look at psychological issues affecting our children today and where to turn should you need help working through these issues with your own child.

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

August 12, 2021 @ 11:00am PST / 2:00pm EST

A quarterly recurring virtual series led by Chief Investment Officer, Michael Dow, provides Beacon Pointe clients with added insights pertaining to the current state of the economy and markets.

Macro & Markets


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