Mark Germain Appears on Fox Business News with Brian Sullivan
Founder and CEO of Beacon Wealth Management Mark Germain, CFP™, MBA, appeared as a guest on Fox Business Network with Brian Sullivan, broadcasting live from the Fox Business News studio. Mark’s segment gave tips to viewers on how they can keep more of their investments after taxes.
"Tax Efficiency Management should be the number one focus," said Mark when asked by Brian. "We are all going to be at a higher tax bracket in the future. Going forward, everyone needs to focus on how they can keep more of what they have and location of assets is key." To view the segment in its entirety, click here. For more information, please visit www.foxbusiness.com.
Top Ten Lessons for Financial Planning Association Student Chapter
Wayne, New Jersey – March 3, 2010:
Mark Germain, CFP™, MBA, CEO of Beacon Wealth Management presented “Top 10 Mistakes Made by Financial Planners” to the Financial Planning Association Student Chapter at William Paterson University on March 3, 2010. The lecture was attended by Luke Dean – Financial Planning Program Coordinator, Nicholas Scheibner – President of the Financial Planning Association Student Chapter, and approximately 25 financial planning students.
The Financial Planning Association Student Chapter at William Paterson University was established in December 2009. It a new program and one of very few that exist around the country. “Exposure to modern business topics and today’s entrepreneurs are an important component of our curriculum. Mr. Germain’s presentation gave our students valuable insight into the realities and challenges of operating a successful financial planning firm,” commented Chapter President, Nicholas Scheibner.
About The Financial Planning Association of William Paterson University Student Chapter
The Financial Planning Association of William Paterson University Student Chapter was founded in December 2009. The chapter is open to all majors who have in expressed interest in a career in Financial Planning. Members discuss financial planning techniques and invite distinguished members from the Financial Planning community to present their real life experiences as financial planners.
Mark Germain, Selected as one of Worth’s Leading Wealth Advisors, published
in the
October/November 2009 issue of Worth and Worth.com
New York, NY – November 2, 2009: Leading wealth and legal advisors offer timely advice to high net worth investors in the October/November 2009 issue of Worth. Forty-four (44) advisors, representing 32 of the nation’s most prestigious firms, offer expertise on a wide variety of relevant topics from investment strategies and modern portfolio theory to estate taxes and succession planning. Advisors who apply for admission into the Worth Leading Wealth & Legal Advisors Program are vetted by Worth and experts at Paladin Registry to ensure advisor quality. In order to be considered for the Worth Leading Wealth & Legal Advisors Program, financial and legal professionals must be willing to provide complete and full disclosure to investors so that Worth and independent Paladin analysts can thoroughly screen and evaluate their credentials, ethics and business practices. Once admitted, advisors help underwrite the production of the magazine. Read more
New York, NY - October 22, 2009
The October/November issue of Worth is on select newsstands now. It includes a special section entitled the “Worth Leading Wealth Advisors Program,” a vetted venue for top wealth and legal advisors nationwide. This section is designed to introduce some of the country’s leading wealth advisors and attorneys to Worth readers along with sound guidance on how to maximize advisor relationships. Advisors who apply for admission into the program are vetted by the Worth Leading Wealth Advisors team and experts at Paladin Registry led by founder Jack Waymire to help ensure advisor quality. In order to be considered for the Worth Leading Wealth Advisors Program, financial professionals must be willing to provide complete and full disclosure to investors so that independent Paladin analysts can thoroughly screen and evaluate their credentials, ethics and business practices. Mark Germain is included in the “Worth Leading Wealth Advisors Program,” and in this issue answers the question, “Would you please share a real-life story that demonstrates how you have helped a client achieve their objectives?” Read Mark’s answer now
New York, NY - July 1, 2009
The debut issue of Worth is on newsstands today and provides a vetted venue for top advisors nationwide to answer questions on the minds of high net worth investors. Answers can be found in the Spring 2009 issue as well as online at www.worth.com. “Most high net worth Americans are rethinking their investment strategies; this heightened interest makes it an excellent time to address questions on the minds of high net worth Americans who are, quite understandably, concerned about their financial health and whether or not they have the right expertise to shepherd that wealth in volatile times,” said Publisher Patrick Williams.
Beacon Wealth Management’s founder & CEO, Mark Germain, addressed the question, “How do you assure clients that recommended investments are appropriate?” Read Mark’s answer now
Paladin Approved – April 14, 2009
Early in 2009, we were approached by Worth Magazine to participate in their Leading Advisors program. In order to participate, Beacon had to undergo the scrutiny of the Paladin Registry. Jack Waymire, author of the best-selling book, Who's Watching Your Money?, co-founded the Paladin Registry to establish an independent, third-party to evaluate registered independent advisors (RIAs) like Beacon. Paladin's responsibility was to screen and evaluate our credentials, ethics and business practices and I am happy to say we are worthy of the Paladin approval.
Look for our first article in Worth's May 15th edition.
Germain Addresses Surgeons' Financial Concerns – March 26, 2009
Mark Germain, CEO & founder of Beacon Wealth Management, LLC, spoke to surgical faculty and residents at Baystate Health / Tufts University School of Medicine in Springfield, Massachusetts on March 26, 2009. Mr. Germain presented surgical faculty and residents with an overview of how best to approach their investment and financial decisions in these very challenging times.
Bringing more than twenty-five years of experience in financial planning and advice, Mark has counseled clients and built strategies for individuals and corporations that include forty-five public corporations. Mark's goals include implementing investment policies that focus on preserving wealth and reducing taxes for both individuals and businesses.
Mr. Germain's presentation addressed the needs of two distinct groups at Baystate: those professional and faculty members approaching retirement who are concerned with the diminishing values of their investment accounts and new residents who need a sound financial plan for their future.
"The importance of tax efficient investing plays a key role for those surgeons asking the question, 'How do I retire?'" says Mr. Germain. "We stressed the importance of matching investment types to the appropriate account classification and outlined the steps to minimize the tax effects of succession planning to meet long term goals. New medical professionals were more concerned with how to combat debt and save for the future."
Baystate Medical Center is the Western Campus of Tufts University School of Medicine. Located in Springfield, Massachusetts, it is the only Level 1 Trauma Center in the region. It is a 653-bed, independent academic medical center with over 37,000 admissions annually. Their Surgery Residency Program has more than 50 Board Certified surgical faculty members; 26 residents; 26,000 surgical cases a year and its minimally invasive surgical labs are at the forefront of surgical education and research.
In addition to being the CEO and founder of Beacon Wealth Management, Mr. Germain is an adjunct professor at Fairleigh Dickinson University.
For further information, contact the Beacon team at 201.447.9500.