Beacon Pointe Foundations of Finance

A 6-week Educational Series
Beginning June 11, 2025

 
This virtual lecture series will be pre-recorded and distributed weekly to participants, beginning June 7. The series will cover the basics of investing, the economy, personal finance, and the role of a wealth advisor, and is great for college-aged students and next-generation investors looking for a refresher on personal finance topics.
 

 

Course Syllabus for Summer 2025

June 11 Class 1: The Booms, The Busts, and Their Lasting Effects on Our Economy

June 18 Class 2: Econ Basics - Stocks, Bonds & Alternative Investments 

June 25 Class 3: Investing and the Role of a Money Manager

July 2 No Class: Enjoy a break in honor of USA's Independence Day!

July 9 Class 4: Portfolio Construction & Aligning Investments with Your Values

July 16 Class 5: Personal Finance 101 - The Road to Success 

 

Please feel free to share this complimentary course with friends, family, or anyone you think could benefit from this educational series... the more, the merrier!