Events
At Cornerstone Financial Group, we believe that education is critical to getting the answers you need to be as successful as possible! That is why we have hosted a number of webinars entitled our BEST series (Business Enhancements, Strategies and Tools). To view these webinars now, please go to our YouTube channel.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 7, 2023
11:30a - 1:00p
The Roundhouse - Large Conference Room
Set for Life: Is Your Business Ready?
Whether you attended the previous "More Money More Problems: How to put the "Success" in Succession Planning" discussion or not, be sure to join in for another informative exit planning lunch & learn as we discuss setting your exit plan up for success! The presentation panel includes established and esteemed local business & finance experts: Mike Moffitt, President of Cornerstone Financial Group, Jamie David, Small Business Development Center Regional Director, Chad Rieck of KSIB Radio and Champion Steaks Owner, and Andrew Zimmerman, Iowa State Savings Bank Trust Officer and Internal Legal Counsel. This event is being put on by the Small Business Development Center - South Central Iowa and Union County Development Association. Attendance is free to the public. Register today!
November 15, 2022
3:00p - 4:30p
UCDA Roundhouse
More Money, More Problems - How to put the "Success" in Succession Planning
Union County Development Association in Creston, Iowa is putting on an event for those that are interested in learning more about succession planning for their business and community. We hope you can attend this event held at the UCDA Roundhouse on Tuesday, November 15th at 3PM. Mike Moffitt, President of Cornerstone Financial Group will be a featured speaker along with KSIB Radio & Champion Steaks Owner Chad Rieck, and Iowa State Savings Bank Trust Officer and Internal Legal Counsel Andrew Zimmerman. This event is free to attend. Visit the UCDA Facebook page to let them know if you'd like to attend.
September 30, 2021
11:30a - 12:30p
Virtual Webinar via Zoom
IT & Cybersecurity Assessments for Mergers & Acquisitions
In this session we will discuss how Information Technology and Cybersecurity Assessments can help REDUCE risk for buyers, INCREASE value for sellers, and what lies ahead regarding regulatory and privacy requirements for the information you use every day. Ron Searle, President and owner of PCS International and Business CyberSecurity Solutions will be our presenter. During this webinar he will cover: - What is an IT/Network Assessment and how can it help a seller improve the value of their firm and a buyer better understand the financial risks relative to the IT spend (or lack thereof). - What is a Cybersecurity Assessment and how can it help a seller improve the value of their firm and a buyer better understand the possible risks related to their acquisition. - What is are some of the changes happening in the regulatory landscape which might create a huge liability for a buyer. Register today!
August 31, 2021
11:00a - 12:30p
Virtual Webinar via Zoom
5 Keys to a Successful Family Business Transition
Few things are as frustrating as not knowing how to prepare the family business for what's next. Is it better to keep the business in the family, sell it to an outside buyer, or pursue a combination of exit options? The decision you make will affect your family for generations. Kyle Danner, Family Business Advisor and Professional EOS Implementer will share the Five Keys to a Successful Family Business Transition. During this webinar discover: Resources to help you identify what you want for the future of your family and business Strategies for keeping the family dynamics healthy and all on the same page Tactics for exploring different options when transitioning the business Join us to learn how the 5 Keys can help keep your family and business healthy and whole. This webinar is part of our BEST Series - Business Enhancements, Strategies & Tools. Register today!
August 11, 2021
12:00p - 12:30p
Virtual Webinar via Zoom
Losing Money isn't Always the Biggest Investment Risk
Learn strategies to better manage your retirement preparation. During this complimentary 30 minute webinar, we will cover 5 smart investing principles: – Know your time horizon – Determine your investment risk profile – Diversify your portfolio with investment strategies - Taxes and inflation can negatively impact your retirement savings – How to put your money to work today for a stronger financial future. Klaus Steinke, Vice President and Wealth Advisor at Cornerstone Financial Group will be bringing you this presentation. Register today! This webinar is part of our - Achieving Financial Freedom: Knowledge is Power series. These complimentary lunch time webinars cover basic personal financial planning. The series will deliver financial education and thought-provoking ideas that, when implemented proactively, could potentially mean many thousands, if not millions, more by the time one retires.
July 20, 2021
11:30a - 12:30p
Virtual Webinar via Zoom
Private Equity 101- Partnering with private equity to provide a financial and operational succession plan
Join us to learn more about private equity and the benefits you could potentially reap by utilizing this business transition strategy. Mike Taylor, Co-Founder and Partner at Midwest Growth Partners will be presenting this webinar. He will explain what a private equity company is and its role in achieving business succession plans. Illustrations will include how to: -position your company for continued growth -lessen business owner risk -phase out of day-to-day operations -retain some personal financial upside -ensure welfare of current employees Case studies will be provided to demonstrate how Midwest Growth Partners has helped business owners achieve their objectives over the years. Register now for this informative opportunity!
June 8, 2021
11:30a - 12:30p
Virtual Webinar via Zoom
Move Your Business Closer to Peak Value
If you have realized the American dream and own or operate a business, and you want to ensure its continued success, you'll enjoy this webinar. Learn strategies to position your company closer to its peak value. These strategies are key whether you are just looking to become more profitable or position your company for a transition in the future. Mike Moffitt, President and owner of Cornerstone Financial Group will be bringing you this webinar. He will cover: -Why company growth plateaus -9 ways to overcome stagnant growth -The drivers that control business value -What leads to higher business value attractiveness -The difference between attractiveness and readiness for transition At Cornerstone Financial Group, we are firm believers that education is critical to getting the answers you need to be as successful as possible. That's why we launched the BEST webinar series; Business Enhancements, Strategies and Tools. We hope you can join us!
May 4, 2021
12:00p - 12:30p
Webinar via Zoom
Balancing Debt & Savings - What are the right amounts?
This is the first webinar in our series - Achieving Financial Freedom: Knowledge is Power. These complimentary lunch time webinars cover basic personal financial planning. The series will deliver financial education and thought-provoking ideas that, when implemented proactively, could potentially mean many thousands, if not millions, more by the time one retires. During this 30 minute webinar, you will learn strategies on how to better manage your lifestyle while keeping sight of your bottom line. This webinar will cover: - Smart strategies to structure your mortgage - How to manage debt and stress - College tuition trends and student loan debt - Methods to choose luxury and leisure options that don't bust the bank - How to put your money to work for your future. Klaus Steinke, Vice President and Wealth Advisor at Cornerstone Financial Group will be bringing you this presentation. Register today!
February 9, 2021
11:30a - 12:30p
Virtual Webinar via Zoom
Minimizing Income Taxes in Retirement for High-Income Business Owners
If you would like to lower your tax bracket in retirement to below 10%, even with an income of up to $500,000, this webinar is a must see. Join us and Jamie Farmer, Estate Planning Consultant and Managing Partner at Financial Strategies Group, LLP. By attending, you will learn about strategies that can potentially lower your retirement tax bracket to below 10% even if you have a $500,000 retirement income goal. We can achieve this by working with your team, that includes your CPA and attorney, to minimize your tax burden in retirement without increasing your risk and fees. We will discuss purposeful retirement planning utilizing life insurance, Roth IRAs and charities to help you meet your goals. Register today!
November 17, 2020
11:00a - 12:00p
Virtual Webinar via Zoom
Rethinking Your Enterprise Risk Management: Strategies to Reduce 6-7 Figure Insurance Premiums
If you own or manage a successful business and are currently paying 6-7 figures annually in insurance premiums, this webinar is a must see. Wesley Sierk, President and Co-Founder of Risk Management Advisors, Inc. will be covering the following: - What is a captive insurance company - How you can use a captive insurance company to save money - Case studies to illustrate the value of implementing a captive for your business Learn how captives can be used to help control the cost of insurance, improve claims handling, improve cash flow, and provide coverage designed to benefit your business. Register today!
October 28, 2020
11:00a - 12:00p
Virtual Webinar via Zoom
2020 Tax Update: CARES Act Changes & Our Presidential Candidates Proposals
Please join us for this very timely and important topic during an election year. Emma Brock, Tax Manager, CPA at Eide Bailly LLP will be the presenter for this webinar. She will be covering the following: -Changes effective for the 2020 tax year due to the CARES Act -Tax policies proposed by President Trump and former Vice President Biden -Tax planning opportunities before year-end Join us in taking the next step towards achieving your business goals in 2021! Register today
October 6, 2020
10:00a - 11:00a
Virtual Webinar via Zoom
Mergers and Acquisitions during COVID-19: 5 Key Considerations Before Buying or Selling a Business Today
This webinar will cover 5 Key Considerations Before Buying or Selling a Business Today. Timing: Is now the right time to sell/buy? Taxes: What impact do taxes and potential tax rate increases have on the decision to sell/buy now or in the future? Why Sell or Buy: What are the real reasons/motivations for buying or selling a business? Preparation: How to best prepare to sell or buy a business? Mistakes: What are the biggest mistakes business buyers/sellers make and how to avoid them. The webinar is presented by Jim Zipursky, Chairman/CEO of Corporate Finance Associates Worldwide(CFAW). an international investment banking firm.
September 23, 2020
4:30p - 5:30p
Virtual Webinar
Retirement Income: An Inside Look at Retirement Living
An Online Class for Pre-Retirees and Retirees Wednesday, September 23rd - 4:30PM - plan for retirement - avoid outliving your savings - create income to last - learn more about social security and maximize your benefits - reduce risk to savings - prepare for uncertain market conditions - trends in healthcare costs - inflation - retirement spending - portfolio balancing and optimization
August 20, 2020
6:30p - 7:30p
Virtual Webinar
Retirement Income Webinar
On Online Class for Pre-Retirees and Retirees Thursday, August 20th - 6:30PM - plan for retirement - avoid outliving your savings - create income to last - learn more about social security and maximize your benefits - reduce risk to savings - prepare for uncertain market conditions
July 21, 2020
12:00p - 1:00p
Virtual Webinar via Zoom
7 Essential Questions to Answer Before Re-Inventing Your Company
As Winston Churchill once said, "a crisis is a terrible thing to waste." When things look bleak, it can be a chance to take stock and remodel your company. It's an opportunity to rethink how you approach your company; to rebuild your business into what you've always dreamed it could be before little decisions, stacked on top of each other, became too hard to undo. You will: 1. Discover the biggest mistake business owners make when rebuilding from a disaster 2. Learn what acquirers value in the businesses they buy 3. Identify which of your product/service lines are worth rebuilding now 4. Explore 8 Reasons Big Companies Buy Little Ones 5. Answer 7 essential questions you need to address before starting to reconstruct the value of your company. I promise you will leave this webinar clearer on what you need to do and energized to get it done! The greatest journeys all start with taking the first step.
June 9, 2020
12:00p - 1:00p
Virtual Webinar via Zoom
Taxes in Retirement Webinar
Attend this online event and learn about: • The SECURE Act and the potential impact it could have on your retirement savings • New tax reform rules and their potential impact on your retirement • How Roth IRA conversions could potentially help you down the road • Ways to potentially protect yourself against volatile market conditions • How lost deductions may affect your taxes in retirement • Provisional income and ordinary income and why they matter • How professional help in your corner can be vital in planning retirement income • Case studies of the tax rules as they apply today • Strategies to help protect yourself against the taxation of your Social Security income • How Retirement cash flow may be affected by changing tax rules (Zoom must be downloaded on your PC or device prior to attendance)
May 14, 2020
11:00a - 12:00p
Virtual Webinar
Taxes in Retirement Webinar
We will be covering the changes made to taxes in retirement after the Tax Cuts and Jobs Act of 2017 Join us for this free webinar put on by Cornerstone Financial Group