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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

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

Event Registration