Lori Bean

05/27/2026

This showed up in the mail…

31 years ago, I responded to a classified ad, thinking financial advising would be a fun and practical step while I planned for graduate school.

Instead, I found a career I love—and here I am, 30 years later, still going strong.

To my clients: thank you for your trust. It’s an honor to support you, celebrate your successes, and help navigate life’s unexpected moments together.

I’m so grateful I took that chance!

05/22/2026

Here's the history of Memorial Day from the National Parks Services.

Article about the origins of Memorial Day.

05/20/2026

Here are some great, healthier recipes for the Memorial Day weekend! For those of you who attended our session with Trisha Caton on nutrition, this is a Trish friendly site!

I think I'm going to try the Mediterranean Bean salad!

Easy Memorial Day weekend recipes including grilling ideas, summer salads, make-ahead sides, appetizers, and simple desserts perfect for cookouts and backyard gatherings.

05/18/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/13/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

05/12/2026

When my kids were in school, I used to joke that May felt like getting pushed off the top of a Black Diamond ski run without poles- and side note, I can't ski.

Apparently, there is a phrase for this-- Maycember.

To all the parents out there juggling the surprise projects, year end concerts, tournaments, awards ceremonies, graduations, proms... all of it... hang in there!

You are not alone!

Soon, the kids will be home and complaining about how bored they are!

For parents, May has become the unofficial second December, a month packed with school events, sports tournaments, final projects and celebrations.

05/11/2026

Being single in retirement isn't unusual. In fact, it's fairly common.

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, Modification required: I'm here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

04/22/2026

From chatbots to stock recommendations, generative AI could automate many aspects of your financial life. But is this technology safe? Get tips on how to take advantage of AI’s benefits and protect yourself from the risks.

Leverage the potential benefits of AI and mitigate the risks.

04/21/2026

Presented By: Trisha Canton, Registered Dietitian

Hosted By: Lori Bean, Private Wealth Advisor

Sponsored By: Silver Pointe Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Discover How Small Changes Can Create Big Results for Your Health & Longevity

You’re invited to an exclusive client event designed to inspire and empower you to optimize your health and well-being.

Trisha Caton, RD, CD, HWC is a board-certified Registered Dietitian with over 18 years of experience in the field of nutrition. She earned her Bachelor of Science in Dietetics and has spent the majority of her career working in clinical settings, including oncology, intensive care, and surgical care, as well as supporting clients through surgical and non-surgical weight loss, diabetes management, and heart health.

In addition to her clinical background, Trisha has advanced training as a health and wellness coach and now works primarily as a virtual nutrition coach, specializing in weight loss and body recomposition. She is an avid fitness enthusiast who truly practices what she preaches when it comes to movement and nutrition. Trisha is passionate about helping people take the complication out of nutrition—making it simpler, more sustainable, and effective—so they can build lifelong habits that support long-term success and overall well-being.

We look forward to seeing you for an inspiring afternoon of learning and connection!

To reserve a spot: call us at 702.256.1450 or email us at [email protected]

04/20/2026

Join us on Friday!

Learn about upcoming financial seminars and financial events in Las Vegas, NV, hosted by financial advisor: Silver Pointe Wealth Management.

04/17/2026

Join us next week for an exclusive client event designed to inspire and empower you to optimize your health and well-being.

Trisha Caton, RD, CD, HWC is a board-certified Registered Dietitian with over 18 years of experience in the field of nutrition. She earned her Bachelor of Science in Dietetics and has spent the majority of her career working in clinical settings, including oncology, intensive care, and surgical care, as well as supporting clients through surgical and non-surgical weight loss, diabetes management, and heart health.

In addition to her clinical background, Trisha has advanced training as a health and wellness coach and now works primarily as a virtual nutrition coach, specializing in weight loss and body recomposition. She is an avid fitness enthusiast who truly practices what she preaches when it comes to movement and nutrition. Trisha is passionate about helping people take the complication out of nutrition—making it simpler, more sustainable, and effective—so they can build lifelong habits that support long-term success and overall well-being.

We look forward to seeing you for an inspiring afternoon of learning and connection!

This event does require an RSVP for in person attendance.

https://bit.ly/4eoUgg4