Wisdom 2 Wealth Luncheon – Estate Planning

• Private
• July 29, 2022
• Time: 12:00 pm
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

Relationship Appreciation Luau

• Private
• June 4, 2022
• Time: 7:00 pm
• Location: Beacon Wealth Management -4565 Benedum Drive Bridgeport, WV 26330

Wisdom 2 Wealth Luncheon – Retirement Planning

• Private
• May 20, 2022
• Time: 12:00 pm
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

Earth Day Shred Event

• Private
• April 22, 2022
• Time: 12 p.m.
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

Wisdom 2 Wealth Luncheon – Taxes

• Private
• March 25, 2022
• Time: 12 p.m.
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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How Tax Planning Changes Through Four Stages of Retirement

• Public
• March 15, 2022
• Time: 6:00 p.m.
• Location: Muriale's Italian Kitchen

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How Tax Planning Changes Through Four Stages of Retirement

• Public
• March 10, 2022
• Time: 6:00 p.m.
• Location: Muriale's Italian Kitchen

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Milestone Celebration

• Private
• March 4, 2022
• Time: 12 p.m.
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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How Tax Planning Changes Through Four Stages of Retirement

• Public
• March 1, 2022
• Time: 12:00 p.m.
• Location: Muriale's Italian Kitchen

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Wisdom 2 Wealth Luncheon – State of the Markets

• Private
• February 25, 2022
• Time: 12 p.m.
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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How Tax Planning Changes Through Four Stages of Retirement

• Public
• February 23, 2022
• Time: 12:00 p.m.
• Location: Muriale's Italian Kitchen

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Galentine’s Day Celebration

• Private
• February 11, 2022
• Time: 12 p.m.
• Location: Oliverio's Ristorante in Bridgeport, WV

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How Tax Planning Changes Through Four Stages of Retirement

• Public
• February 8, 2022
• Time: 6:00 p.m.
• Location: Wonder Bar Steakhouse

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How Tax Planning Changes Through Four Stages of Retirement

• Public
• February 3, 2022
• Time: 6:00 p.m.
• Location: Wonder Bar Steakhouse

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Retirement Celebration

• Past, Private
• January 28, 2022
• Time: 6 p.m.
• Location: Oliverio's Ristorante - 507 East Main Street Bridgeport, WV 26330

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Wisdom 2 Wealth Luncheon – 2022 Key Financial Data

• Private
• January 28, 2022
• Time: 12:00 PM
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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Holiday Dine & Develop Event

• Private
• December 16, 2021
• Time: 11:00 AM
• Location: 4565 Benedum Drive Bridgeport, WV 26330

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Milestone Celebration

• Past, Private
• November 5, 2021
• Time: 6 p.m.
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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Fire and Flannels

• Private
• October 16, 2021
• Time: 7:00 PM
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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The 5 Wealth Strategies You Must Know to be Successful in Today’s Turbulent World

• Public
• September 30, 2021
• Time: 12:00 PM
• Location: Muriale’s - 1742 Fairmont Ave. Fairmont, WV 26554

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The 5 Wealth Strategies You Must Know to be Successful in Today’s Turbulent World

• Public
• September 28, 2021
• Time: 12:00 PM
• Location: Muriale’s - 1742 Fairmont Ave. Fairmont, WV 26554

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The 5 Wealth Strategies You Must Know to be Successful in Today’s Turbulent World

• Public
• September 16, 2021
• Time: 6:00 PM
• Location: Mt. State Brewing Company - 740 Genesis Blvd. Bridgeport, WV 26330

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The 5 Wealth Strategies You Must Know to be Successful in Today’s Turbulent World

• Public
• September 14, 2021
• Time: 12:00 PM
• Location: Mt. State Brewing Company - 740 Genesis Blvd. Bridgeport, WV 26330

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Columbian Club

• Past, Private
• August 30, 2021
• Time: 6:00 PM
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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Seafood Boil Instructional Class

• Private
• August 19, 2021
• Time: 6:00 PM
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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Half-Time Report 2021

• Past
• July 22, 2021
• Time: 11:00 AM
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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Luau

• Past
• July 10, 2021
• Time: 7:00 PM
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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Milestone Celebration

• Past
• June 10, 2021
• Time: 12:00 PM
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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BBQ, Bourbon, and Brews

• Past
• May 15, 2021
• Time: 6:00 PM
• Location: Beacon Wealth Management - 4565 Benedum Drive Bridgeport, WV 26330

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