Wednesday, October 14 · Doors Open at 6:00 PM · Presentation 6:30 PM
The Henry · 4455 E Camelback Rd, Phoenix, AZ 85018 · Dinner & Drinks Served
In this short video, Nick Winters, Co-Founder of Beacon Freedom Advisory shares what to expect from the evening: dinner and drinks on us, the myths that quietly put hard-earned savings at risk, and the national best seller Experiencing the American Dream every guest takes home.
Free · Registration required · Seats limited · RSVP takes 30 seconds
What You Can Expect
This evening is designed for people looking for a thoughtful, long-term approach to investing, not predictions, stock tips, or shortcuts.
We’ll focus on evidence, disciplined decision-making, and the principles that can help investors stay focused through changing markets and life transitions.
Who This Is For
- You’re retired, or 10 years or less away, with retirement accounts and investments you’ve spent years building and want to protect.
- You did everything right. You saved, worked hard, and stayed consistent. Now you want that effort to translate into a secure, enjoyable next chapter.
- Turning decades of savings into reliable income feels less clear than saving ever did.
- You already have an advisor, and you'd value an honest second opinion before deciding anything.
- You’ve experienced market volatility before, and with retirement approaching, you want to feel more confident about how your strategy is built to navigate it.
Before You Ask
No. It's an educational evening. There's nothing to buy. Come with curiosity, leave with a full stomach and new knowledge. If you'd like to explore working with us afterward, we'll show you what that next step looks like.
Yes. The evening, dinner, drinks, and your copy of Experiencing the American Dream are complimentary, courtesy of Beacon Freedom Advisory.
Absolutely. You’ll leave with sharper questions to ask your advisor and a clearer understanding of the principles you can use to evaluate your current investment strategy.
Investing Is One Part of the Picture
At Beacon Freedom Advisory, we believe good financial decisions begin with understanding how the pieces of your financial life work together. Investments matter, but so do taxes, estate considerations, income needs, family responsibilities, and the life you want your money to support.
This evening is an opportunity to take a closer look at one important part of that picture and walk away with greater clarity about the questions worth asking.
Reserve Your Free Seat
Wed, October 14 · Doors Open at 6:00 PM · Presentation 6:30 PM
The Henry · 4455 E Camelback Rd, Phoenix · Complimentary valet
Registration takes 30 seconds.
We will call to confirm your attendance.
That confirmation call is what finalizes your registration. Seats are limited.
Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.