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Beacon Financial Strategies

Looking Ahead at 2025

Check out this recent webinar where Chip, John, and Beacon's newest team member Dave sit down to discuss key topics in the investment markets throughout 2024, share valuable insights, and discuss the outlook for 2025.

Investments, General Financial Plan..., Financial Planning, Podcast, Web PresentationJohn MattoDecember 18, 2024investments, investment management, webinar
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2025 Tax Planning Webinar

General Financial Plan..., Financial Planning, Podcast, Web Presentation, TaxJohn MattoJanuary 3, 2025webinar, tax planning, income tax
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How Do You Compare Target Date Funds?

Financial Planning, General Financial Plan..., Investments, Mid Career Professional, Personal Finance, Personal Financial Pla..., Pre-Retiree, Retirement PlanningDave Trettel, CFP®December 9, 2024Stock Market, Retirement Planning, Retirement Plans, financial planning, mutual funds, 401k, Asset Allocation, diversification, investing, investment management

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Beacon Financial Strategies
7100 Six Forks Road, Suite 135,
Raleigh, NC, 27615,
United States
919-803-3801
Hours
Mon 9am - 4pm
Tue 9am - 4pm
Wed 9am - 4pm
Thu 9am - 4pm
Fri 9am - 4pm
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© 2025 BEACON FINANCIAL STRATEGIES
7100 Six Forks Road, Suite 135, Raleigh, NC 27615 | Phone (919) 803-3801
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.