Upcoming Events

Cornerstone Retirement Group believes knowledge is power and the gateway to making good financial decisions. This is why it is our personal mission to educate you and the members of our community on how to properly prepare and evaluate a retirement plan.  Through our educational initiatives, we address the key areas where most pre-retirees and retirees discover their money falling through the cracks with their existing financial plans including: paying unnecessary taxes, poor structuring of income and unnecessary exposure to risk.

Cornerstone Retirement Group hosts several Successful Retirement Planning Strategies workshops throughout the year and offers private events for local charities and organizations by request. During our workshop, you will be provided with a unique insight to the necessary functions of each component of a financial and estate plan.  You will learn about the potential disadvantages of an unplanned or under planned retirement, and the costly mistakes that could arise from lack of preparation.

Ask Yourself...

• Is my retirement plan working for me?
• How do I prepare for my future retirement income needs and desires?
• What strategies can I implement to minimize my tax liabilities?
• How much money should I save to cover long term care expenses?
• Does a Stretch IRA make sense for me and my heirs?
• Are my assets exposed to unnecessary risk?
• Is my money earning at its potential?
• Will my retirement savings provide me with an income for life?

If you find it difficult to answer these questions confidently and in respect to your current financial plan, we encourage you to attend one of our upcoming educational workshops. We want you to be inspired and take charge of your financial security, tighten the loopholes of your financial matters and plan for a secure and enjoyable retirement.