Beacon Financial Planners Client Education Event
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.