Bridgeport, WV – May 14, 2025 – John Halterman and the Beacon Wealth Management team recently partnered with Seamon Law to host a special event designed to help people better understand the importance of estate planning and how it can protect their financial future. The event, Wisdom 2 Wealth: Estate Planning, took place at the Bridgeport-based Beacon Wealth Management office, bringing together clients, legal professionals, and financial guides for an informative session filled with practical tips and advice.
Presented by Doreen Seamon, founder of Morgantown-based Seamon Law and a trusted voice in estate planning, the event offered valuable guidance on how thoughtful planning can help families protect what they’ve worked hard for and ensure their wishes are carried out for future generations.
“Estate planning is something every family should consider, no matter their situation,” said Doreen Seamon. “Our goal is to give people the knowledge they need to make confident decisions about their future and to help ensure their loved ones are taken care of.”
Key topics covered at the event included:
- Smart and simple ways to pass along what matters most to your loved ones.
• The essentials everyone should know about wills, trusts, and powers of attorney.
• How to avoid common mistakes that can cause stress for families later on.
Attendees also had the chance to ask questions and get straightforward advice on how to take the next step in creating a plan that fits their family’s needs. The event aimed to make the often overwhelming world of estate planning feel more approachable and manageable.
“We were excited to join forces with Seamon Law for this important event,” said John Halterman of Beacon Wealth Management. “At Beacon, we’re committed to helping people build confidence in their financial future. Events like this show how working together with trusted experts can make a real difference for families.”
John Halterman and the Beacon Wealth Management Team look forward to hosting more community-focused events in the future. For more information on upcoming events or to learn more, please visit bwmwv.com. To learn more about Seamon Law, please visit seamonlawoffices.com.
About John Halterman and the Beacon Wealth Management Team
Here at the Beacon Wealth Management, we believe the adventure begins with retirement — and we’re here to help you live life unscripted. Our experienced team specializes in guiding individuals and families through the critical years leading up to and through retirement. We provide personalized, client-focused strategies designed to help people move forward with clarity and confidence. Rooted in trust, integrity, and care, we build lasting relationships while helping clients protect what they’ve worked hard for and create a financial future they can feel good about.
