Educational Sessions: online or in-person
Seminars
We have new events on the calendar every month.
Educational & Complimentary
Retirement Seminars
Cornerstone Wealth & Tax Advisory Group holds free educational workshops online and in-person. Enjoy a great meal (or a gift card if you attend online) while learning important retirement information. Topics rotate monthly, so join our email list to stay in the loop.
You’ll learn lots of great retirement tips at our events, including:
- Preparing for retirement
- How to calculate your retirement income needs
- Balancing safety versus investing
- Planning for the long term
Have specific retirement concerns? We’ll cover those as well in our sessions.
You’ll discover information on topics such as:
- IRAs, 401(k)’s and 403(b)’s – what are the options?
- Taxes – what are tax-free and tax-deferred alternatives?
- How do you calculate investment risk?
- Risk assessment and tolerance
- Lifetime retirement income plans
- Protection of your nest egg, regardless of market conditions
We hold special topic events for our clients to help you learn key strategies such as:
- Maximizing Social Security benefits
- Choosing the right Medicare options for you
- Taxes and estate planning
- New tax code changes – how do they impact you?
- Retirement options for Federal Employees
- And more…
