Nov
7
to Nov 8

Surviving Retirement - Tuesday and Wednesday

Twisted Fork.png

You are cordially invited to a dinner event for area residents who are retired or nearing retirement. Enjoy a complimentary dinner served after the presentation. Local financial advisor Chris Abts from Cornerstone will reveal strategies to help you preserve your wealth, get more income and help reduce your risk and tax liabilities in retirement. 


You will discover how to: 

• Avoid needless Required Minimum Distributions (RMDs) from your IRAs and 401ks.
• Understand what the new Tax Law may mean to you! Who wins? Who loses?
• Identify the 3 most important steps to take NOW, before the next bear market hits.
• Potentially pay far less taxes on your retirement income.
• Convert from taxable to tax-free money with no out of pocket hit.
• Stop Uncle Sam from becoming the primary recipient of your retirement account.
• Cover Long-Term Care Costs without expensive annual premiums.
• Turn existing IRAs into Tax Free accounts.
• Create Tax Free Cash Flow.


Most of our clients want to learn ways to increase income, reduce taxes,
and not run out of money. At this event, you will learn how to avoid the
most common mistakes to help you make sound financial decisions.

 

Seating is very limited, Register now to guarantee your reservation!

To reserve your seat:

Call: (844) 340-9743 (Toll-Free, 24 Hours)

Online: www.youRSVP.com and enter code HEQMEX

Please arrive 15 minutes early, doors will close at 6:00pm.

This is an educational program only. There is no cost or obligation, and nothing will be sold. Fee-based financial planning and investment advisory services are offered through Cornerstone Retirement Group, Inc. dba Cornerstone a Registered Investment Advisor. If you no longer wish to receive these invitations please contact our office at (775) 853-9033.

View Event →

2018 Tax Event
May
2
5:30 PM17:30

2018 Tax Event

Tax Reform & Your Investments

What It Means For You & How You Can Save Thousands

 

Congress has passed the largest and most comprehensive tax reform legislation in the past 30 years. Businesses and individuals alike are trying to figure out the tax implications and what this means for them in their current situation and moving forward.  Many are asking for the basics:

 

●        What’s included in tax reform?

●        What can I do now to save money?

●        What deductions are available?

●        What strategies do I need to consider?

 

Cornerstone is partnering with the tax experts at Eide Bailly to host a tax reform update exploring the key provisions, effective dates, how the current plan impacts you, and possible action items and next steps.

 

Learning Objectives:

 

●     Discuss the current state of tax reform

●     Identify both individual and business impacts and opportunities

●     Outline available and lost deductions and improvements

●     Identify entity selection/modification opportunities

●     Review possible action steps

 

Space is limited. Please call us at 775.853.9044 to RSVP by 4/27

logo.jpg
View Event →