FREE EDUCATIONAL WORKSHOPS · OPEN TO THE PUBLIC
Understand your money before your next big decision.
Beacon Freedom Advisory hosts free, educational workshops where you can learn how we think, ask the questions that matter to you, and decide your own next step, with no cost and no obligation.
Learn First. Decide Second.
At Beacon Freedom Advisory, we believe financial guidance should make things simpler, not add to the noise.
Our workshops help individuals, families, professionals, and business owners better understand the decisions that shape their future, whether they are preparing for retirement, building wealth, navigating a major life transition, or simply looking for a clearer path forward.
Some workshops are free and open to the public. Others are reserved for current Beacon clients. Wherever you are starting, there is a seat for you.
Why We Start With Education
Most financial firms begin with a consultation. We usually recommend starting with an event.
Why?
Because the biggest threat to your financial future usually is not the market. It is making a major decision you do not fully understand.
Confident decisions come from understanding, not urgency. Before anyone makes a big financial move, they deserve the opportunity to learn, ask questions, and see the whole picture first.
A WORKSHOP GIVES YOU THE ROOM TO:
- See how we approach financial planning
- Learn how we help families make informed decisions through every stage of life
- Ask your questions in a setting designed for them
- Decide whether Beacon is the right fit before booking a consultation
For many attendees, a single workshop answers questions that would otherwise take several meetings.
OPEN TO EVERYONE · FREE TO ATTEND
Find the Right Event for You
These public workshops are designed for anyone who wants to make more informed financial decisions.
You will learn practical strategies you can use right away, see how integrated financial planning works, and get a closer look at Beacon’s evidence-based, Matson Money-driven investment philosophy.
Come with your questions. That is what these events are for.
What to Expect
Cost: Free and open to the public
Format: In-person and virtual availability varies by event
Length: Approximately two hours
Style: Educational and conversational, not a sales presentation
You will leave with: Practical takeaways and a better understanding of your options
Obligation: None. Becoming a client is your decision, on your timeline.
FREE OPEN TO THE PUBLIC
OCTOBER 8, 2026
Investor Coaching Series - Live!
In-Person - Balcony Conference Room @ Great Williamsburg Sports & Event Center
Last year, Americans lost a record $15.9 billion to scams, and the FTC says imposter scams led the list for the sixth straight year. The targets aren't careless people. They're people like your parents, your kids, and you. Join Beacon on October 8 for a straight-talk session on how today's scams actually work — from fake "grandkid" calls to the long-con "pig butchering" schemes draining retirement accounts.
FREE OPEN TO THE PUBLIC
OCTOBER 14, 2026
Dismantling Myths of Investing
In-Person - Scottsdale, Arizona
See the investing myths that quietly put retirements at risk, and the Nobel Prize-winning science that can bring peace of mind back. 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.
FOR CURRENT BEACON CLIENTS
Exclusive Client Events
These events are reserved for current Beacon Freedom Advisory clients and are designed to provide ongoing education, guidance, and support as your financial life evolves.
Client-exclusive events may include:
- Market and economic updates
- Retirement planning workshops
- Tax strategy discussions
- Client appreciation events
- Wealth and legacy planning education
- Specialized planning sessions for business owners and families
- Exclusive Matson Money educational events and experiences available as part of your relationship with Beacon
These gatherings are designed to help clients stay informed, deepen their understanding, and continue making confident decisions as life evolves.
BEACON EXCLUSIVE
NOVEMBER 5-6, 2026
American Dream Experience
In-Person - Scottsdale, Arizona
Exclusive Beacon Client Event
Two days to better understand how we invest, why speculating and gambling with your money can be destructive, why your purpose is most important, and how money is the tool to help achieve it.
BEACON EXCLUSIVE
OCTOBER 6, 2026
Investor Coaching Series
Exclusive Beacon Client Event
Details to come soon.
Not Sure Where to Start? Start With an Event.
Most people attend a workshop before they ever book a consultation, and that is exactly why we offer them.
It is an easy way to learn how we think, how we guide clients, and whether Beacon feels like the right fit for your next chapter.
There is no cost and no obligation.
Prefer to talk one-on-one first? Book a Consultation >