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.

Our current schedule of upcoming events is below. Check back regularly to stay updated.

Our Calendar of Events

Turning 65 Today Medicare Workshop
During these times of social distancing and remote learning, we invite you to contact us to schedule your one-on-one face to face or virtual Medicare webinar. As you ready to turn 65, we would like to help you maneuver through the Medicare maze. 

You are welcome to register for your event on this page, send an email to [email protected], by calling (760) 576-5559. We're here to help!  

    Event Registration
To register for any of our upcoming events, please email [email protected], or simply call or text your RSVP to (760) 576-5559. ​

Office Locations

Carlsbad (Headquarters) | Escondido
Scottsdale, AZ

p: 855-346-2663 | f: 760-692-0775

© 2020 Beacon Retirement Planning Group, Inc.

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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.