ATTEND AN EVENT OR WEBINAR

All individuals and families face common financial concerns as they prepare for retirement. Out financial workshops and webinars help address these concerns so you can feel more confident in your retirement plan and the days ahead.

  • Client Events
  • Webinars
  • In-Person Events

DST 1031 Exchange

When: 09/29/2020 or 10/01/2020 6PM

Where: Honey Salt
1031 S Rampart Blvd, Las Vegas, NV 89145

Ask yourself these 6 questions:
• What’s the “Cost of Waiting” to sell my rental?
• Should I sell today?
• Do you have plenty of equity, but not enough time?
• Do you have too much tax liability to even consider a sale?
• Do you fear that an exchange would push your into bigger management headache?
• Do your landlord responsibilities conflict with the lifestyle you’ve wanted? Attend this unique workshop and learn:
• How to defer taxes!
• Essential IRS §1031 rules and strategies!
• Various tax issues concerning tax-deferred exchanges!
• Accredited Investors Only

Taxes in Retirement Workshop

When: 10/06/2020 and 10/08/2020 at 9AM

Where: The Cornerstone Learning Center at the University of Phoenix Building
3755 Breakthrough Way Suite 305, Las Vegas, NV 89135

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

FILL OUT THE FORM TO REGISTER

Cornerstone Retirement Blueprint Workshop

When: 10/13/2020 and 10/16/2020 at 6PM

Where: Honey Salt
1031 S Rampart Blvd, Las Vegas, NV 89145

You are cordially invited to an educational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is ABSOLUTELY FREE. There is no obligation and nothing will be sold. Enjoy a complimentary dinner, served immediately after the presentation.

The well-known local retirement specialists at Cornerstone Wealth Management will reveal the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. Learn what other advisors don’t want you to know. Best of all, you will leave with ideas you never heard before.

  • Strategies to help you avoid having to take Required Minimum Distributions (RMDs).
  • How to avoid running out of income during retirement.
  • Creative ways you can use the new tax code to move money into tax-free accounts at reduced tax rates.
  • How to create a portfolio similar to those used by the most sophisticated investors in the world.
  • Understand what the new Tax Law may mean to you.

FILL OUT THE FORM TO REGISTER

Cornerstone Retirement Blueprint Workshop

When: 10/20/2020 or 10/22/2020 at 6PM

Where: Ventano Italian Grill
191 S Arroyo Grande Blvd Henderson, NV 89012

You are cordially invited to an educational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is ABSOLUTELY FREE. There is no obligation and nothing will be sold. Enjoy a complimentary dinner, served immediately after the presentation.

The well-known local retirement specialists at Cornerstone Wealth Management will reveal the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk and reduce your tax burden. Learn what other advisors don’t want you to know. Best of all, you will leave with ideas you never heard before.

  • Strategies to help you avoid having to take Required Minimum Distributions (RMDs).
  • How to avoid running out of income during retirement.
  • Creative ways you can use the new tax code to move money into tax-free accounts at reduced tax rates.
  • How to create a portfolio similar to those used by the most sophisticated investors in the world.
  • Understand what the new Tax Law may mean to you.

FILL OUT THE FORM TO REGISTER

Social Security Workshop

When: 10/27/2020 and 10/28/2020 at 6PM

Where: Bonefish Grill Town Square
6527 S Las Vegas Blvd, Las Vegas, NV 89119

You are cordially invited to join us for a complimentary dinner and financial workshop event at Revere Golf Club. Seating is limited and reservations are required, so please guarantee your space now by using one of the convenient RSVP options listed below.

After being told for years that Social Security is “going broke,” baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Please join us to learn the facts about Social Security planning as well as a review of the May 1, 2016 changes to your benefit election options.

• An overview of the new Social Security legislation and what it means for you and your spouse

• How the end of two popular Social Security filing strategies could impact your future distributions

• Methods that may increase benefits and potentially provide more lifetime income throughout retirement

• How to quickly and easily sort through all possible filing combinations

• How proper coordination of spousal benefits may help you to obtain the highest level of income

Our goal is to help you gain confidence in planning your Social Security benefits and retirement. Don’t face the unknown without getting a free second opinion!

FILL OUT THE FORM TO REGISTER

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