Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our financial workshops focus on common financial concerns that individuals and families face in retirement. They want to know if they are going to have enough money to last through retirement, or will they run out.

Attend one of our financial workshops to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Public Events:

January 23
Cornerstone Retirement Blueprint
Fleming’s Prime Steakhouse & Wine Bar Summerlin
January 28
Cornerstone Retirement Blueprint
Ventano Italian Grill & Seafood Henderson
January 30
Cornerstone Retirement Blueprint
Ventano Italian Grill & Seafood Henderson
February 4
Taxes In Retirement
The Revere Golf Club Henderson
February 5
Taxes In Retirement
The Revere Golf Club Henderson
February 11
Cornerstone Retirement Blueprint
Fleming’s Prime Steakhouse & Wine Bar Summerlin
February 13
Cornerstone Retirement Blueprint
Fleming’s Prime Steakhouse & Wine Bar Summerlin
February 18
Cornerstone Retirement Blueprint
Ventano Italian Grill & Seafood Henderson
February 20
Cornerstone Retirement Blueprint
Ventano Italian Grill & Seafood Henderson
February 25
1031 Exchange Lunch and Learn
Cornerstone Learning Center @ University of Phoenix Summerlin Campus
February 25
Social Security Workshop
Bonefish Grill Summerlin
February 27
1031 Exchange Lunch and Learn
Cornerstone Learning Center @ University of Phoenix Summerlin Campus
February 27
Social Security Workshop
Bonefish Grill Summerlin
March 3
Taxes In Retirement
Cornerstone Learning Center @ University of Phoenix Summerlin Campus
March 5
Taxes In Retirement
Cornerstone Learning Center @ University of Phoenix Summerlin Campus
March 17
1031 Exchange Lunch and Learn
Cornerstone Learning Center @ University of Phoenix Summerlin Campus
March 17
Social Security Workshop
The Revere Golf Club Henderson
March 19
1031 Exchange Lunch and Learn
Cornerstone Learning Center @ University of Phoenix Summerlin Campus
March 19
Social Security Workshop
The Revere Golf Club Henderson
March 24
Cornerstone Retirement Blueprint
Fleming’s Prime Steakhouse & Wine Bar Summerlin

Client Events:

February 4
Waveland Client Education Lunch
Cornerstone Learning Center
February 4
Waveland Client Education Dinner
Cornerstone Learning Center
February 19
Cottonwood Client Education Lunch
Cornerstone Learning Center
February 19
Cottonwood Client Education Dinner
Cornerstone Learning Center
March 10
Bourne Client Education Lunch
Cornerstone Learning Center
March 10
Bourne Client Education Dinner
Cornerstone Learning Center
April 1
Waveland Client Education Lunch
Cornerstone Learning Center @ University of Phoenix Summerlin Campus
April 1
Waveland Client Education Dinner
Cornerstone Learning Center @ University of Phoenix Summerlin Campus

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 702.878.4742

Call Now Button