Broker Check
19 Oct
Beacon Financial Planners Client Education Event

Description

Please join us for a Client Education Event in Dallas @ Maggiano's for some appetizers and desserts with some great guest speakers.  We would also like to introduce the newest member to our team, Jagger Barrett.  Jagger serves as the Client Account Specialist where he assists with client review meetings, managing essential office tasks, and overseeing the company’s social media platforms.

Kris will be covering the following:

  • TDA/Schwab merger
  • Required Minimum Distribution preparation for 2024
  • Roth Conversions
  • Tech Talk

Jeff Noblin from StratCap Securities will be there to discuss how 5G, AI, and emerging technologies are shaping the digital economy. We’ll also examine how you may be able to take advantage of these trends through strategic investment opportunities.

Continuing on the technology theme, we’ll have a local professional on hand to help you do things on your phone or tablet that you ‘ve always wanted to learn. Whether it’s using your phone as a credit card, transferring money to people, scanning documents, or simply learning how to use your phone as a pedometer to count your steps every day, we’ll help you get the most out of your connected device. So bring your devices, questions and meet Jagger!

If you would like an in person review with Kris while he is in Dallas, please contact me directly.

Thanks,

Angela

(214) 821-1300

Date and Time

Thu, Oct 19, 2023

2:30p - 4:00p CST

Location

Maggiano's Little Italy

205 NorthPark Center
Dallas , TX 75225
View on Map
PT1H30M

Event Registration