Informational Events for Our Clients and the Greater Community.
Beacon Retirement Planning Group Events
Want to learn more about Beacon Retirement Planning Group and how we can help you be confident with your future retirement income? Attend one of our events—we’d love to show you what we’re all about. We want to keep you up-to-date on issues that matter to you, your family and your financial well-being.
No scheduled events at this time. Check back regularly to stay updated.
To register for any of our upcoming events, please email [email protected], or simply call or text your RSVP to (760) 576-5559.
Carlsbad (Headquarters) | Escondido Scottsdale, AZ
Kelly J. Carter: CA Ins Lic # 0E89958 | Steven A. Conte: CA Ins Lic # 0E36640
Advisory Services offered through ChangePath, LLC an Investment Advisor. Beacon Retirement Planning Group, Inc. and ChangePath, LLC are not affiliated.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Annuities are insurance products backed by the claims-paying ability of the issuing company; they are not FDIC insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity.