Beacon Financial Group Lunch & Learn

Join us for an exclusive client event designed to help you prepare, protect, and preserve what matters most.

Estate planning is more than just a will—it's about ensuring your wishes are carried out and your loved ones are cared for. During this special event, we'll walk through the key estate planning documents every individual and family should consider, including:

Wills and trusts

Powers of attorney

Healthcare directives

Beneficiary designations

Our goal is to provide clarity, answer your questions, and help you feel more confident about your plan for the future.