Beacon Wealth Events
Practical, education-first gatherings for people navigating the second half of life, plus the occasional excuse to get together. Market insights, planning workshops, and client appreciation. See what is coming up.
Explore our upcoming events
Tell us you would like to attend and we will keep you posted on dates, details, and how to reserve your seat.
What to expect
Our events range from practical, education-first sessions to relaxed gatherings that bring our community together.
Educational workshops on planning, taxes, and retirement Market-insight sessions on what is shaping the landscape Client appreciation and community gatherings
Want to see what we have been up to? Take a look at some of our past workshops and community gatherings.
See past eventsInquire about events
Share your details and we will be in touch with what is coming up.
Thank you
Your inquiry has been sent. We will be in touch with details on upcoming events.
Something went wrong
Please try again, or call us directly at (304) 626-3900.
Align your financials with your Summit vision
Our discovery call is designed to connect and understand what you are looking for in financial guidance. Let us discuss your priorities and see whether our approach fits your goals.
Book a Call