Beacon Pointe Boston Team Hosts Client Event

Beacon Pointe Boston Team Hosts Client Event

On October 20, 2016, the Beacon Pointe Boston Team hosted a wonderful educational and social event for clients and friends at Woodland Golf Club in Newton, Massachusetts.

We have two excellent speakers who gave two very different perspectives on “Generating More Income in a Low Interest Rate Environment.”

Rather than provide you with a written summary, we have a video recording of both brief talks by:

  • Chris Warren, Chief Executive Officer – Clean Energy Advisors, LLC
  •  Matt Dalton, CEO & Chief Investment Officer – Belle Haven Investments

We were also fortunate to have the President of Beacon Pointe Wealth Advisors, Matt Cooper and his wife Betsy who flew in from California for the event. At Beacon Pointe, we are committed to educating our clients and will continue doing so in the new year to come!  Thank you to those who were able to join us for this event.10-2016-event-collage

 

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