Beacon Wealth Management Seminars Save the Date!!! Thursday, October 21, 2010 - Our next complimentary FDU Seminar from 6:30 to 8:30 pm. Contact Tina Powell – tina@bwmllc.com for more details.

REGISTER NOW for "Gold – The Golden Hedge" – A roundtable discussion on Thursday, October 21, 2010 featuring Mark Germain CFP MBA – Founder and CEO of Beacon Wealth Management, Rachel Benepe MBA – Co-Manager First Eagle Global Gold Fund, and Ralph Acampora CFA – Portfolio Manager & Director of Alverita, LLC and Wall Street’s best known technical analyst. Moderated by Patrick Williams, Publisher of Worth Magazine.

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Purely educational seminar with no obligation. Hurry, Reserve Your Seats Today. Doors open at 6:30 pm. Complimentary Seating, First-Come, First-Serve. RSVP below or call Tina Powell at 201-447-9500 or email: tina@bwmllc.com.


Seminar Schedule for 2010:

How to Invest in the New Economy

Date: Thursday, April 29, 2010
Time: 6:30 pm to 9:00 pm
Location: Wilson Auditorium in Dickinson Hall, Fairleigh Dickinson University – Metropolitan Campus 140 University Plaza Drive, Hackensack, NJ 07601 (10 minutes from the George Washington Bridge) – click here for directions.
RSVP: Complimentary admission. Space is limited, first-come first serve.
Please call Tina Powell at 201-447-9500 or e-mail: tina@bwmllc.com to reserve.
Other: Elegant Kosher menu featuring, light refreshments and hors d’oeuvres.

About the Seminar

Today the Dow is up. Tomorrow it’s down. Day by day, minute by minute, the investment world is changing. You can’t just sit there, cross your fingers, and make a wish…the new economy demands you rethink current strategy and learn to position for long-term efficiency and effectiveness. The critical question you need to ask yourself is, “Where should I allocate my investment dollars going forward?” If you want answers and believe volatility creates opportunity, then this seminar is for you! Come and listen to the experts as they discuss how:

  • Macroeconomics Affect Your Decisions
  • Dynamic Allocations Based on the New Economy
  • Opportunities with ETFs (Exchange-Traded Funds)
  • Income Tax: Pay out Less and Keep More
  • Tax Efficient Succession & Estate Planning
  • How to Plan for Retirement – Timing, Income, and Ongoing Investment

Who Should Attend

Professionals, Physicians, Business Owners, Family Decision Makers, Couples and anyone interested in learning about the new economy.

Speakers

  1. Introduction by Patrick D. C. Williams, Publisher of Worth Magazine.
  2. Dr. Burton Zwick, Assistant Professor of Economics and Finance, Silberman College of Business Administration, Fairleigh Dickinson University
  3. Delbert (Del) Stafford, CFA, Exchange Traded Product Specialist, US iShares Product Group
  4. Mark Germain, CFP™, MBA – Founder and CEO of Beacon Wealth Management

RSVP Information

Complimentary admission. Reserve now! Space is limited, first-come, first-serve. Please call Tina Powell at 201-447-9500 or e-mail: tina@bwmllc.com to reserve.


NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
65 Harristown Road, Suite 101, Glen Rock, New Jersey , 07452  |   Phone: (201) 447 - 9500  |   Toll Free: (866) 403 - 6310  |   Fax: (201) 447 - 6226

Advisory services offered through Beacon Wealth Management LLC and Securities offered through Purshe Kaplan Sterling Investments Member FINRA/SIPC. Headquarters at 18 Corporate Woods Boulevard, Albany , NY 12211. Purshe Kaplan Sterling Investments is not affiliated with Beacon Wealth Management, LLC