Estate Planning is Topic of City-Based Firm Event
By Connect-Bridgeport Staff on May 18, 2025
John Halterman and the Beacon Wealth Management team recently partnered with Seamon Law to host a special event designed to help people better understand the importance of estate planning and how it can protect their financial future. The event, Wisdom 2 Wealth: Estate 
Planning, took place at the Bridgeport-based Beacon Wealth Management office, bringing together clients, legal professionals, and financial guides for a session filled with practical tips and advice.
Planning, took place at the Bridgeport-based Beacon Wealth Management office, bringing together clients, legal professionals, and financial guides for a session filled with practical tips and advice.
Presented by Doreen Seamon, founder of Morgantown-based Seamon Law and a trusted voice in estate planning, the event offered guidance on how thoughtful planning can help families protect what they’ve worked hard for and ensure their wishes are carried out for future generations.
“Estate planning is something every family should consider, no matter their situation,” said Doreen Seamon. “Our goal is to give people the knowledge they need to make confident decisions about their future and to help ensure their loved ones are taken care of.”
Key topics covered at the event included:
• Smart and simple ways to pass along what matters most to your loved ones.
• The essentials everyone should know about wills, trusts, and powers of attorney.
• How to avoid common mistakes that can cause stress for families later on.
Attendees also had the chance to ask questions and get straightforward advice on how to take the next step in creating a plan that fits their family’s needs. The event aimed to make the often overwhelming world of estate planning feel more approachable and manageable.
“We were excited to join forces with Seamon Law for this important event,” said John Halterman of Beacon Wealth Management.
Editor's Note: John Halterman is shown talking as Doreen Seamon looks on.
