Cornerstone Financial Group News

Both personal and business financial literacy seem to be at all-time lows, even with tons of information at our fingertips. Too much information, too little time.  And too tired at day’s end.  To combat these challenges and provide actionable items to improve both your personal and business financial health, we invite you to our two webinar series. 

The Achieving Financial Freedom: Knowledge is Power webinar series is basic personal financial planning which will deliver financial education and thought-provoking ideas that, when implemented proactively can potentially mean many thousands, if not millions, more by the time you retire.

Join us for this series of 30-minute lunch-time webinars. Learn some of the critical steps you need to be as financially successful as possible. Learn More

Our BEST (Business Enhancements, Strategies and Tools) webinar series is more upper-level education for business owners of successful enterprises who are looking to become more profitable and/or position their companies for transition – either to a family member, key employees, strategic or financial buyers.  This series started in the fall of 2020 but is continuing in 2021.  Earlier webinars can be found on our YouTube channel. Learn More

For both of our upcoming webinar series, we will be recoding them and placing on our YouTube channel. So if the live times don’t fit your schedule, we’ll send you a link to watch later.

In the 35+ years since I founded our company, I’ve learned many keys to success that we’ll share with you.  I can guarantee that success is not determined by income – I’ve seen wealthy folks end up poor and poor people end up wealthy.  It’s also not determined by intelligence or education – I’ve seen millionaires who never finished high school and the well-educated who retired totally dependent on Social Security (a frightening thought when you realize our county is $28 trillion in debt – that’s $484,000 per citizen!).  No, success is determined by determination…the determination to understand the keys people have used for generations to grow, keep and pass on their wealth.  Those keys are what you can look forward to learning in both of these webinar series.

We think these educational webinars will have something for everyone.  If you like the webinars, feel free to like us on Facebook and connect with us on LinkedIn.  (Or you can call us, of course 😊.) We hope you’ll join us for our upcoming series – watch your inbox for more details!

Best wishes for a great 2021!

Michael E. Moffitt, ChFC, CEPA

President - Cornerstone Financial Group

Investment Advisor Representative (IAR) and Registered Representative of Silver Oak Securities, Inc.