Beacon Capital Management
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Join us in Phoenix as we host a breakout session on Tuesday, February 12th in the Kaye Ballroom 2 from 9:30-10:20.

Dan Baccarini, Managing Director will be presenting:


How to Reduce Volatility Without the Use of Insurance

This session is based around key mathematical principles as it relates to losses effect on financial results. It provides an understanding of the key damaging effects of volatility on your client’s portfolio and equips you with several tools to help educate your clients on this critical area of financial planning. Finally, you will gain insight into what you can do to help your clients avoid the most damaging aspects of volatility.

Key Takeaways:

  • Volatility is an ever-increasing reality that your clients must be prepared to deal with.
  • volatility can destroy your client’s financial plan.
  • There are solutions to dealing with volatility.


Don’t forget to come by booth #7 and speak one on one with Beacon wholesalers, James Baccarini and Lou Bojorquez.

We look forward to seeing you there!



For Advisor Use Only. Not For Use With The General Public
Beacon Capital Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

Additional information about Beacon Capital Management is also available on the SEC’s website at under CRD number 120641. Beacon Capital Management only transacts business in states where it is properly registered, notice filed or excluded or exempted from registration or notice filing requirements

The GIPS Compliant Presentations for our Vantage portfolios can be obtained by clicking on the below link.  If you would like the Compliant Presentations to be emailed directly via PDF file or if you would like to receive a copy of Beacon’s Composite Descriptions; please respond to this email or contact Beacon at 937-439-9093. 
BCM 2017 Compliant Presentations

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7777 Washington Village Drive, Suite 280, Centerville, OH 45459
P: 866.439.9093 | F: 937.424.4825