Broker Check
27 Oct
Beacon Financial Planners Client Education Event

Description

Please join us for our next Client Education Event.  We have invited James Ward, Certified Mortgage Specialist and Steve Naber, from Allianz Insurance and Annuities for income retirement.  Kris will also be covering recent market conditions, the opportunities they have created with Roth Conversions and tax loss harvesting. In addition he will discuss I-Bonds and how they can support your financial plan.  A wonderful dinner will be served by Maggiano's in Dallas by NorthPark Mall.

Date and Time

Thu, Oct 27, 2022

5:30p - 7:30p CST

Location

Maggiano's North Park

205 North Park Ctr.
Dallas , TX 75225

Note

Phone: (214) 360-0707

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