Events

1:30-3:30 PM
Join us for refreshments, community, and conversation for you and your loved one.
Presentation from Bo Lee of Beacon Pointe Wealth Advisors

Protecting You & Your Loved-Ones: Financial Planning by the Decade (60s and beyond)

Focus on:
Financial Fitness: Focus on adopting practices for long-term financial well-being.
Intersection of Health and Wealth: Explore the interconnectedness of physical, mental, and spiritual health with financial stability, emphasizing alignment of wealth-building with personal goals and values.
Preserving Wealth for Generations: Cover topics such as estate planning, financial education for the next generation, investment diversification, and family governance.