Beacon Wealth Events

Welcome to the Beacon Wealth Management Events Page! Join us for fun, informative gatherings designed with you in mind. From market insights to appreciation events, these moments are all about connecting, learning, and growing together. Check out what’s coming up and be part of the experience!

 

Never Miss an Update

Upcoming Events

Explore our upcoming events and inquire about attending!

Wisdom 2 Wealth Event: Spring Cleaning Your Finances

Join us for an educational event with Attorney Kelsey Romain to learn strategies designed to help protect your assets from nursing home liens and unexpected healthcare bills.

4th of Ju-Luau Celebration

This year’s 4th of Ju-Luau is extra special as we celebrate two meaningful milestones — the 25th anniversary of Beacon Wealth Management and the 250th anniversary of America the Beautiful.

Explore Our Past Events

Want to see what we’ve been up to? Check out some of our past events – from educational workshops to community gatherings.

Inquire about upcoming events.

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from Beacon Wealth Management.

Ask About Attending One of Our Exclusive Events

If you’re interested in attending one of our upcoming financial events, fill out the form below, and we’ll be happy to share more details. We look forward to connecting with you!

Skip to content