A Family Conversation About Inheritance and Planning
Join us for an exclusive dinner event for our clients and their families, focused on estate planning considerations, transition planning, and other important details beneficiaries should understand long before they’re ever needed.
Date: February 26th, 2026 at 6pm
🎙️ Money Hour Radio Returns! 🎙️
They're BACK — and better than ever!
We're thrilled to announce the triumphant return of the Money Hour Radio show on WIND 560 AM!
Tune in Saturdays at 1:00pm!
Major Tax and Estate Changes in 2026: A Retirement Planning Seminar
New Tax Laws. New Estate Rules. New Risks. Is Your Retirement Ready?
2026
🎅 Santa’s Christmas Movie Matinee!
Ho, ho, ho—it’s movie time!
🎬 Celebrate the season with BN Wealth at a private holiday screening for our clients and their families.
2025
California Dreamin' Client Appreciation Gala
Join us for an unforgettable evening of Fun
2025
BN Wealth Grand Opening & Ribbon Cutting
Join us to celebrate
2025
🎅 Santa’s Christmas Movie Matinee!
Ho, ho, ho—it’s movie time!
🎬 Celebrate the season with BN Wealth at a private holiday screening for our clients and their families.
2025
California Dreamin’ Client Appreciation Gala
Join us for an unforgettable evening of Fun
2025
BN Wealth Grand Opening & Ribbon Cutting
Join us to celebrate
2025
Welcome Wine Tastings
At our new office on Fridays
2025