The Learning Curve - Smart Investing & Tax Strategies
Name:
The Learning Curve - Smart Investing & Tax Strategies
Date:
September 19, 2025
Time:
12:00 PM - 1:00 PM EDT
Registration:
Register Now
Event Description:
If you’re tired of paying too much in taxes, this is a must-attend event.
On September 19, Beacon Wealth Management will deliver powerful, practical strategies they use with their clients every day to help them save money, protect their wealth, and build lasting legacies.
Topics will include:
On September 19, Beacon Wealth Management will deliver powerful, practical strategies they use with their clients every day to help them save money, protect their wealth, and build lasting legacies.
Topics will include:
- Purpose Driven Investing – so you don’t have to worry about outliving your nest egg in retirement. How the proper Investment Strategy will get you and your family to their Financial Summit.
- Tax-Saving Strategies for Business Owners – advanced approaches to keep more of what you earn. Learn what the Elite do to keep more in their pocket so t
- Risk Prevention – protecting your family from, any unexpected health emergencies that may arise.
- Estate & Legacy Planning – creating wealth that lasts for generations. How to create and maintain it.
Adding to the value, you’ll hear directly from John Halterman, Nationally Acclaimed Wealth Advisor, Certified Wealth Strategist, Accredited Investment Fiduciary, Certified Estate Planner, PPC, ChFEBC, RFC. John speaks across the country on these very topics, yet his heart remains in the local community. This is a rare opportunity to gain insights from a national voice without leaving your hometown.
Beyond the content, this is also a time to:
- Kick back, learn, and enjoy a complementary lunch
- Network with fellow business leaders and professionals in the community
- Learn in a dynamic, engaging environment
RSVP soon as this event will fill quickly. Reserve your seat today and take the first step toward lowering your taxes, protecting your wealth, and elevating your business.
