AN ENGAGING EDUCATIONAL COURSE TEACHING YOU HOW TO BUILD A COMPREHENSIVE PLAN FOR RETIREMENT.
An engaging educational course teaching you how to build a comprehensive plan for retirement.
During this course, you will learn the keys to building a successful retirement blueprint. You will hear about the do’s and don’ts of retirement. Upon completion of this course you will know potential strategies to utilize to enjoy a peaceful retirement.
Who Should Attend?
If you are near or in retirement this course will provide you with tools to implement in your retirement planning. Whether your question is related to Social Security, taxes before or after retirement, investments, Medicare or estate planning, we will provide content helpful for you. It will be time well spent.
What You Will Learn
If you are saving enough for retirement
How to decide the best method of taking out your money at retirement
If you have the core estate documents in place
Options for taking Social Security benefits
Ways to mitigate taxes before and after retirement
How to align your investments to meet your income needs in retirement
The keys to making decisions about Medicare
What You Will Receive
Classroom instruction from a Certified Financial Planner TM
Retirement Planning Guidebook with over 140+ pages to reference after the class
Objective education with no products or sales pitches
Your Instructor–Chris Knight
Chris Knight is a CERTIFIED FINANCIAL PLANNER™ professional and serves as Managing Director & Senior Wealth Advisor for Cornerstone Wealth Planning. Chris has assisted hundreds of clients over the past decade with their Financial Planning needs. He has been featured on WCNC, WSOC, The Charlotte Observer, The Chicago Tribune and The Wall Street Journal.
Chris is active in the community, serving on the Board of Directors for Campus Outreach, The Men of Courage Foundation and as a Deacon at Christ Covenant Church in Matthews, NC.
Regulatory Disclosure
Cornerstone Planning, LLC (d/b/a Cornerstone Wealth Planning) is registered as a registered investment advisor with the Securities & Exchange Commission (SEC). Registration does not imply a certain level of skill or training. We do not provide, and no statement contained herein shall constitute tax or legal advice. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. Investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. The information is intended for educational purposes only. It is not intended to provide any investment advice or provide the basis for any investment decisions. By submitting your contact information, you consent to be contacted in the future regarding information that may involve the use of investment strategies. There is no guarantee that any investment plan or strategy will be successful. The information, suggestions, and recommendations included in this material is for information purposes only and cannot be relied upon for any financial, legal or insurance purchases. No specific advice is being provided. All content is educational in nature.