JOHN HALTERMAN ATTENDS ADVISORCON 2025

Bridgeport, WV – January 27, 2025 – Distinguished wealth advisor John Halterman attended AdvisorCon 2025, marking a change in his usual role at the premier conference. After serving as a speaker for the past three years and earning the “Most Requested Speaker” award each year, Halterman participated in this year’s event as an attendee, fully immersing himself in the learning and networking opportunities.

AdvisorCon 2025, held this year in the sunny skies of San Juan, Puerto Rico, is a two-day, exclusive gathering that brings together over 100 of North America’s most innovative minds in the wealth advisory industry. The conference is a dynamic platform for wealth advisors to exchange ideas, gain insights from success stories, and discuss emerging trends.

“It’s an honor to have been a part of AdvisorCon in the past as a speaker and to receive such meaningful recognition from my peers. This year, I wanted to experience the conference from a different perspective and take the time to learn from other industry leaders,” said Halterman. “The energy, expertise, and ideas shared at AdvisorCon are truly unparalleled.”

AdvisorCon empowers wealth advisors with the tools and strategies to elevate their practices. The conference’s commitment to excellence aligns with Halterman’s dedication to staying at the forefront of the wealth management industry.

About John Halterman

John Halterman, the founder and owner of Bridgeport-based Beacon Wealth Management, is a seasoned wealth advisor known for his innovative approaches to wealth management. With more than three decades of experience, he has built a reputation as a thought leader, speaker, and mentor in the industry.

 

Assessing your small business financial health can help entrepreneurs like you course-correct and strengthen your bottom line.

Assess the Strength of Your Small Business’s Financial Health in Five Steps

Running a small business demands a lot of dedication, with much of your time spent managing daily tasks and keeping things running smoothly. With all that on your plate, it can be tough to focus on the bigger picture—especially your small business financial health. Yet, staying on top of your business’s financial well-being is crucial. In this article, we’ll outline five practical steps to help you evaluate the financial health of your business, so you can make adjustments when necessary and stay prepared for future growth opportunities.

Read More
Discover strategies for a sustainable retirement income plan. Learn methods for making your funds last throughout your golden years.

Sustainable Retirement Income: Strategies for Smart Withdrawal Planning

Reaching retirement is a milestone worth celebrating—it’s the time to finally enjoy the benefits of all your hard work. However, making sure your savings last requires both a sustainable retirement income plan and smart retirement withdrawal planning. The manner and timing of your withdrawals can have a significant impact on how long your savings will last. At Beacon Wealth Management, we understand the value of strategic withdrawal techniques and are here to help guide you through smart methods to make your savings work for you throughout your retirement.

Read More
Discover how proactive risk management for small business owners can strengthen your business’s future.

Risk Management for Small Business Owners: Safeguarding Your Financial Stability

If you’re a small business owner, you already know this lifestyle is not for the faint of heart! Risk is an inherent aspect of running any business, regardless of its size, and it may be something you think about on a daily basis – or something you should be thinking about more often. The truth is that small business owners face unique challenges when it comes to managing risks that could potentially impact their operations, finances, and reputation. When it comes to risk management for small business, it’s crucial that you implement effective strategies if you want to achieve

Read More

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.

Skip to content