Every month, Cornerstone Financial holds no-cost educational workshops both online and in-person. During these events, you’ll enjoy a great meal (or, get a gift card for a meal if you attend online) and learn some important retirement information. Content at each event changes from time to time so be sure to join our email list to find out about our next event.

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

In Addition

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…

Come join us at one of the events and see what they are raving about.
Just fill out this form, or call our office to reserve your seat now.

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