Instructors Directory > Beacon Wealth Consulting South, LLC
Beaconwealthconsultingsouth

Beacon Wealth Consulting South, LLC
(203) 981-1133
www.beacon-wealth.com

Beacon Wealth Consulting South (BWC) is a boutique firm located in Naples, Florida which specializes in creating tailored financial plans for high net worth families. Susan's expertise in estate, insurance, and tax planning is the basis for the comprehensive, multigenerational plans that she develops for her clients.

BWC is also an independent insurance brokerage firm that often partners with other planners who do not have insurance expertise. BWC customizes life insurance plans for the high net worth clients in the context of the family’s overall financial plan, often integrated with sophisticated estate and retirement planning strategies.

BWC prides itself on successful collaboration with the clients’ team of advisors and/or family office. Susan Joy Bruno, the firm’s founder, and is a nationally recognized CPA/PFS for her work in life insurance planning.

Susan recently launched “The Beacon Method” which is a consulting service to help CPAs launch a financial planning practice or simply help financial planners take their practices from good to great. Some of the topics she will cover include:

  • How to leverage junior staff members to help them grow while also making your clients happier
  • How and why to add women to your practice
  • How to use the 6Ds fire drill to motivate your clients
  • How to add more graphics for your visual learners
  • How to add life insurance consulting or brokerage to your practice without compromising your objectivity or integrity

Archived Webinars

DAMAGE CONTROL WEALTH TRANSFER USING LIFE INSURANCE FOR RETIREMENT PLAN ASSETS
Recorded Date October 7, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
LIGHT AT THE END OF THE TUNNEL: 2021 ECONOMY AND MARKETS
Recorded Date March 8, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
PLANNING BEYOND THE DEMISE OF THE STRETCH IRA: A NEW STRETCH TO CONSIDER
Recorded Date January 6, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
LONG TERM CARE PLANNING: SELF-INSURE OR TRANSFER THE FINANCIAL RISK?
Recorded Date August 7, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
THE LIFE INSURANCE ROADMAP: A SIMPLE YET POWERFUL TOOL FOR YOU AND YOUR CLIENTS
Recorded Date August 3, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
CREATIVE PLANNING TO DO NOW: HELP YOUR CLIENTS WHILE HELPING YOURSELF!
Recorded Date July 16, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
A REMOTE FINANCIAL PLANNING EXPERIENCE: FRESH, EXCITING AND ENGAGING!
Recorded Date July 9, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
TURN LEMONS INTO LEMONADE: FINDING CASH IN UNWANTED LIFE INSURANCE POLICIES
Recorded Date June 26, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
THE SECURE ACT: ESTATE PLANNING FOR INFLATION, TAXES & INVESTMENT STRATEGIES
Recorded Date June 19, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other     
INDEX UNIVERSAL LIFE: DEEP DIVE INTO THE SHARK INFESTED WATERS
Recorded Date June 12, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other