“...in this world nothing can be said to be certain, except death and taxes”

— Benjamin Franklin

Our Workshops

 

Free Estate Planning Workshops

 

ESTATE TAX LAWS HAVE CHANGED!!! LEARN ABOUT THE CRITICAL UPDATES
AND HOW THEY AFFECT ALL TRUSTS, WILLS, POWERS OF ATTORNEY AND MORE!!!

  • Don’t leave your family Lost in the New Tax Laws!
  • The government has changed the Tax Code, you Estate Documents need to be Reviewed!
  • Learn how Powers of Attorney and a Living Will can protect you if you become Incapacitated
  • Learn about the consequences to your heirs if you do not have a Living Trust or a Last Will and Testament.
  • Learn How to avoid the Double Taxation of your IRA & Retirement Accounts and pass your assets to your Heirs.


 

Free Financial Education Workshops

 

TAKE CONTROL OF YOUR FINANCIAL FUTURE

  • Learn about the new 2018 Tax Regulations.
  • TAXES: Explore strategies designed to help Lower Taxes on Social Security, Interest Income on Investment Accounts and Federal and New Jersey Estate and Transfer Taxes.
  • LEARN strategies designed to help potentially INCREASE and PROTECT your retirement assets in uncertain times.
  • LEARN ways to AVOID the double/triple taxation of IRA and Retirement Accounts.
  • Investing during uncertain times.
  • Learn and understand your Investment Choices.

 

Securities and advisory services are offered through LPL Financial, Member of FINRA/SIPC, a Registered Investment Adviser. Beacon Financial Group & LPL are separate and unrelated companies.


 

-Reservations-


Estate Planning Workshops


CLICK HERE TO REGISTER


Estate Planning Workshops in April

Thursday, April 19, 2018
Grillestone
2377 Route 22 West
Scotch Plains, NJ 07076

11:00am –1:00pm
Lunch Will Be Served! -

or-

Tuesday, April 24, 2018
Maggiano’s
600 Commons Way
Bridgewater, NJ 08807

11:00am –1:00pm
Lunch Will Be Served!

Financial Education Workshop in April

Thursday, April 26, 2018
Grillestone
2377 Route 22 West
Scotch Plains, NJ 07076

11:00am –1:00pm
Lunch Will Be Served!

CLICK HERE TO REGISTER


Limited seating, call to reserve seats
as soon as possible or fill out the form!

We do not accept walk-ins.

A free consultation will be offered to
all who attend!


 

About Our Workshops


These are Educational Workshops.
Nothing Will Be Sold!

Admission is Free

There is no obligation to purchase any
products or services.


Securities and Advisory services offered through LPL Financial,a registered investment advisor. Member FINRA/SIPC. Beacon Financial Group and LPL Financial are separate and unrelated companies. LPL Financial does not render tax or legal advice.