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Mar 13, 2025
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Class 6: Personal Finance 101 - The Road to Success
Beacon Pointes Foundations of Finance summer educational series is a 6-week course that covers the basics of wealth planning, investing, the macroeconomy, and the role of a wealth advisor. This complimentary personal finance course is great for college-aged students and adults looking for a refresher on personal life financial management. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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Beacon Pointes Foundations of Finance summer educational series is a 6-week course that covers the basics of wealth planning, investing, the macroeconomy, and the role of a wealth advisor. This complimentary personal finance course is great for college-aged students and adults looking for a refresher on personal life financial management. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
Class 4: Investing and the Role of a Money Manager
Beacon Pointes Foundations of Finance summer educational series is a 6-week course that covers the basics of wealth planning, investing, the macroeconomy, and the role of a wealth advisor. This complimentary personal finance course is great for college-aged students and adults looking for a refresher on personal life financial management. Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.
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ITZ Media
Personal Historian 900 6th Street South, Naples, Florida, 34102Itz Media Group is a premier media agency dedicated to transforming how businesses connect with their audiences. Specializing in cutting-edge digital marketing, content creation, and brand strategy, Itz Media Group helps organizations of all sizes amplify their message and achieve measurable growth. From innovative social media campaigns to expertly crafted video production, the agency offers a comprehensive suite of services tailored to meet the unique needs of each client.With a focus on creativity, collaboration, and results, Itz Media Group combines industry expertise with a passion for storytelling to deliver impactful marketing solutions. Partner with Itz Media Group to elevate your brand, engage your audience, and stand out in todays competitive market.