JOIN US FOR A COMPLIMENTARY PRESENTATION

Stay in Control of Your Retirement

Market Volatility, Inflation, Global Events, Evolving Tax Laws, political shifts…How will that impact you and your family’s future?

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What You'll Learn

  • Recognizing portfolio risk and having a long-term investment strategy
  • Important tax planning in light of our national debt
  • Impact of inflation and rising expenses
  • Creating sustainable retirement income
  • Maximizing your Social Security
  • Protecting your legacy through estate planning

Featured Speakers

Dan Benson, President; Jon Maxson, CEO; and Pete Benson, Senior Partner

Beacon Capital Management is a full-service wealth management firm that has been serving families for over two decades. We are an established full-service firm dedicated to helping individuals and families navigate the financial decisions that accompany retirement and beyond.

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This event is best suitable and intended for those who are 45 years of age or older AND have at least $100 thousand or more in savings. This event is for first time attendees, if you have attended in the past, please call our office prior to registration. 615-224-9794 PLEASE NOTE: The June 16th seminar at 6:00 PM may be photographed or recorded. Photos, video, and audio from the event may be used by the firm for training, educational, or marketing purposes. By attending the seminar, you understand that photography and recording may take place. If you do not want to appear in photos or recordings, please let the seminar organizers know before the event.