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Educational Seminars on Family Financial Situations

Beacon Financial will provide customized educational seminars and meet with members individually. Our goal is to help your members better understand their financial situations, educate on current programs available so they can be prepared for a more secure retirement. We cover the following topics and common questions:

Retirement Planning

  • Are you prepared to retire?
  • How will inflation and longevity impact retirement?
  • What are your pension options and how will your choice effect you and your family?
  • What Tax Strategies should you be using and how will that affect your savings?
  • Have you maximized your pension?

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