Wisdom 2 Wealth Event: Taxes and Legacy Planning

Presented by: John Halterman

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Join us for an engaging and informative event designed to help you protect your wealth and secure your legacy.

You’ll Learn:

Smart tax strategies to help minimize your lifetime tax burden
Tips for passing on assets efficiently
Ways to avoid common mistakes that can impact your estate

This is your opportunity to gain valuable insights, ask questions, and take meaningful steps toward creating a stronger financial future for yourself and generations to come. Don’t miss this chance to turn wisdom into wealth and leave a lasting legacy!

READY TO ALIGN YOUR FINANCES WITH YOUR LIFE GOALS?

LET'S TALK.

Our discovery call is designed to connect and understand what you’re looking for in financial guidance. Let’s discuss your priorities and see if our approach aligns with your goals. Schedule your call to begin planning for what matters most.

4565 Benedum Drive
Bridgeport, WV 26330

(304) 626-3900

[email protected]

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE, KY, CA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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