Workshops.

Workshops.

Cornerstone Retirement Education Course

Attend at a library, college or other location near you.

There are four cornerstones at the foundation of a secure retirement. You must make the right decisions when it comes to taking distributions from  your retirement plans,  you must select the Social Security and Medicare options that best fit your needs and circumstances, and you must be tax-wise in retirement.  Attend this FREE series and learn them all!

FREE – Four separate Cornerstone classes to help you build a solid retirement.

Cornerstone

Properly Harvesting Retirement Plans

MANAGING IRA, 401K, TSP AND OTHER
DO-IT-YOURSELF RETIREMENT PLANS

Topics covered in this workshop:

  • Income and Market Fluctuations

  • Boosting After-Tax Spendable Income

  • Boosting After-Tax Spendable Income

  • The Social Security, IRA / 401k Plan Connection

  • The Single Biggest Retirement Mistake

Learn More

Cornerstone

Enjoying A Tax Wise Retirement

BEING “TAX-WISE” IN RETIREMENT
MIGHT MEAN MORE SPENDABLE INCOME

Topics covered in this workshop:

  • Taxable Retirement Plans

  • Roth Conversion Strategies

  • Social Security’s Tax Torpedo

  • Increased Cost of Medicare

  • The Single Biggest Mistake!

Learn More

Cornerstone

Supersize Social Security

IF THERE WAS A WAY TO SIGNIFICANTLY INCREASE YOUR LIFETIME BENEFITS… WHEN WOULD YOU WANT TO KNOW ABOUT IT?

Topics covered in this workshop:

  • Retirement Benefits

  • Benefits for Spouses

  • Divorced Spouse Benefits

  • Benefits for Surviving Spouses

  • Taxation of Benefits

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Cornerstone

Mastering Medicare

GETTING ALL THAT’S YOURS FROM MEDICARE

Topics covered in this workshop:

  • Enrollment Rules

  • Medicare Parts A & B

  • Medigap / Medicare Supplements

  • Part D Prescription Drug Plans

  • The Biggest Mistake!

Learn More