City-Based Financial Planning Firm Hosts Free Event
By Connect-Bridgeport Staff on August 01, 2025
SUBMITTED TO CONNECT-BRIDGEPORT
Bridgeport-based Beacon Wealth Management welcomed individuals at the free-to-attend Wisdom 2 Wealth: Taxes and Legacy Planning event, held Friday, July 26, at the Beacon Wealth Management office.
This educational event drew retirees, pre-retirees, and families eager to protect their financial future while gaining a deeper understanding of tax-smart strategies and legacy planning essentials. From reducing retirement tax burdens to protecting generational wealth, the afternoon offered insight, guidance, and confidence.
A major highlight of the presentation was an overview of the Big Beautiful Bill — a federal tax and spending proposal currently in the national spotlight. Attendees learned how key provisions in the bill could impact everyday American families, with a particular focus on the middle class and those preparing for retirement.
“There’s a lot of noise out there about this bill — but what many don’t realize is that it includes some incredibly valuable tax-saving opportunities for everyday people, not just the ultra-wealthy,” said John Halterman, Senior Wealth Advisor and Owner of Beacon Wealth Management. “We’re here to help families understand how these changes could impact them — and how to take full advantage of the opportunities available.”
