Events
Our events are more than just dates on a calendar; they’re intentional experiences designed to educate, connect, and inspire.
From educational seminars that break down complex financial topics into clear and actionable insights, to community sponsorships that support causes close to our hearts, to social gatherings that foster genuine relationships - each event is a reflection of our commitment to serve and uplift those around us.
Join us and take the next step toward clarity, confidence, and a more purposeful financial journey.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
June 1, 2026
5:30p - 7:00p
Twin Brothers Pizza
Smarter Estate & Tax Moves for Oliver's Landing
Join your neighbor Neil Ramirez along with CPA Jon O'Neil for an informative discussion on strategies designed to help the residents of Oliver's Landing navigate retirement, protect what you have built, and plan with greater clarity.
May 27, 2026
6:00p - 7:30p
Colony House
Smarter Estate & Tax Moves for The Villages of Charter Colony
Join your neighbor Courtney Coombs along with estate and retirement planning professionals Tracy Rutledge and Max Abbate for an informative discussion on strategies designed to help The Villages of Charter Colony residents navigate retirement, protect what you have built, and plan with greater clarity.
April 9, 2026
11:00a - 12:30p
Robert V. McMaugh American Legion Post
Smarter Estate and Tax Moves for Veterans and Government Workers – American Legion, Manassas VA
Designed for Veterans and Government Workers, this seminar provides clear, practical insights on estate and tax decisions.
April 8, 2026
6:00p - 7:30p
Twin Hickory Area Library
Smarter Estate & Tax Moves for Women Only – Twin Hickory Library, Glen Allen VA
For women who are retired or planning ahead, this session offers straightforward guidance on estate and tax decisions that matter most.
April 8, 2026
11:00a - 12:30p
Robert V. McMaugh American Legion Post
Smarter Estate and Tax Moves for Veterans and Government Workers – American Legion, Manassas VA
Designed for Veterans and Government Workers, this seminar provides clear, practical insights on estate and tax decisions.
March 31, 2026
5:00p - 6:30p
Twin Hickory Area Library
Smarter Estate & Tax Moves Seminar – Twin Hickory Library, Glen Allen VA
Retired or preparing for retirement? Join us for straightforward insights on navigating estate and tax decisions.
March 26, 2026
5:00p - 6:30p
Twin Hickory Area Library
Smarter Estate & Tax Moves Seminar – Twin Hickory Library, Glen Allen VA
Retired or preparing for retirement? Join us for straightforward insights on navigating estate and tax decisions.
March 25, 2026
6:00p - 7:30p
The Meredith House
Estate and Retirement Planning Simplified – Meredith House, Manassas VA
Retired or preparing for retirement? Learning how to avoid costly mistakes may be the best investment you can make!
March 25, 2026
5:00p - 6:30p
William & Mary School of Education
Smarter Estate & Tax Moves Seminar PM – William & Mary College, Williamsburg VA
Retired or preparing for retirement? Join us for straightforward insights on navigating estate and tax decisions.
March 25, 2026
5:00p - 6:30p
Chesapeake Central Library
Smarter Estate & Tax Moves Seminar – Chesapeake Central Library, Chesapeake VA
Retired or preparing for retirement? Join us for straightforward insights on navigating estate and tax decisions.
March 25, 2026
11:00a - 12:30p
William & Mary School of Education
Smarter Estate & Tax Moves Seminar AM – William & Mary College, Williamsburg VA
Retired or preparing for retirement? Join us for straightforward insights on navigating estate and tax decisions.
March 24, 2026
5:00p - 6:30p
Greenbrier Library
Smarter Estate & Tax Moves Seminar – Greenbrier Library, Chesapeake VA
Retired or preparing for retirement? Join us for straightforward insights on navigating estate and tax decisions.
March 12, 2026
5:00p - 6:30p
Chesapeake Central Library
Smarter Estate & Tax Moves Seminar – Chesapeake Central Library, Chesapeake VA
Retired or preparing for retirement? Join us for straightforward insights on navigating estate and tax decisions.
March 11, 2026
5:00p - 6:30p
Bon Air Public Library
Smarter Estate & Tax Moves Seminar – Bon Air Library, Richmond VA
Retired or preparing for retirement? Join us for straightforward insights on navigating estate and tax decisions.
March 4, 2026
5:30p - 7:00p
Atlee Public Library
Smarter Estate & Tax Moves Seminar – Atlee Library, Mechanicsville VA
Retired or preparing for retirement? Join us for straightforward insights on navigating estate and tax decisions.
February 25, 2026
6:30p - 7:30p
Zoom
2026 Tax Changes & Strategies Webinar
Join CAG Tax Services for a live virtual seminar that will provide a clear, practical overview of the 2026 tax updates and what they could mean for individuals, families, and business owners.
January 22, 2026
6:00p - 7:30p
Christ Lutheran Church
Estate & Tax Planning Evening Seminar – Christ Lutheran Church
If you and/or your spouse are retired or planning to retire soon, learning how to potentially avoid costly mistakes may be the best investment you can make. Do not miss this event if you own a home, have assets, or retirement accounts.
January 22, 2026
11:00a - 12:30p
Christ Lutheran Church
Estate & Tax Morning Seminar – Christ Lutheran Church
If you and/or your spouse are retired or planning to retire soon, learning how to potentially avoid costly mistakes may be the best investment you can make. Do not miss this event if you own a home, have assets, or retirement accounts.
December 15, 2025
6:00p - 7:30p
Twin Hickory Library
Surviving Retirement – Twin Hickory Library
Retired or nearing retirement? Join us for a clear, straightforward look at key concepts and strategies that can help you navigate your retirement years with confidence. We will also highlight how local residents are approaching their benefits and planning decisions. Register today to save your spot!
December 11, 2025
6:00p - 7:30p
Green Acres Center - Room 116
Surviving Retirement – Green Acres Evening
Retired or nearing retirement? Join us for a clear, straightforward look at key concepts and strategies that can help you navigate your retirement years with confidence. We will also highlight how local residents are approaching their benefits and planning decisions. Register today to save your spot!
December 11, 2025
5:00p - 7:00p
Gayton Branch Library
Your Guide to Smarter Estate & Tax Moves – Gayton Library
If you and/or your spouse are retired or planning to retire soon, learning how to potentially avoid costly mistakes may be the best investment you can make. Do not miss this event if you own a home, have assets, or retirement accounts.
December 10, 2025
6:30p - 8:00p
Ocala Fire Museum
Keep More of What Your Business Earns - Ocala Fire Museum
Business Owners - take control of your financial future! Join Raul E. Fernandez on December 10th for an informative seminar designed specifically for business owners who want to better understand how tax and financial strategies can support their long-term success.
December 10, 2025
12:00p - 1:30p
Green Acres Center - Room 116
Surviving Retirement – Green Acres Afternoon
Retired or nearing retirement? Join us for a clear, straightforward look at key concepts and strategies that can help you navigate your retirement years with confidence. We will also highlight how local residents are approaching their benefits and planning decisions. Register today to save your spot!
December 10, 2025
11:00a - 12:30p
The Gathering Cafe
Keep More of What Your Business Earns - The Gathering Cafe!
Business Owners - take control of your financial future! Join Raul E. Fernandez on December 10th for an informative seminar designed specifically for business owners who want to better understand how tax and financial strategies can support their long-term success.
December 9, 2025
4:30p - 7:00p
Richmond Public Library - West End Branch
Your Future. Your Care. Your Choice. Straight talk about long-term care coverage.
Enjoy an evening with Tracy Rutledge, where we come together to discuss the solutions, challenges, and benefits of having long-term care coverage when you need it. Tuesday, Dec 9th, 4:30 PM at the West End Branch of the Richmond Public Library. Complimentary; limited seating.
December 8, 2025
5:30p - 7:30p
Chubby Squirrel Brewing Company
IPAs & IRAs: Trade Workers Make Your Money Work for You
A hands-on workshop for tradespeople looking to take practical steps to protect their paycheck, manage money, and plan for retirement. Come and learn simple, clear steps you can use right away. Monday, December 8 at 5:30 PM at Chubby Squirrel Brewing Company (10382 Willard Way, Fairfax VA)
November 22, 2025
2:00p - 3:30p
Glen Allen - Henrico County Public Library
Financial Workshop for Growing Families
Join Sal Filippelli, Financial Professional with Cornerstone Advisor Group, at the Glen Allen Public Library for an educational workshop designed to help families and individuals better understand their finances in today's economy.
November 18, 2025
6:00p - 7:30p
Reynolds Community College
Tax Strategies For Smarter Estate Moves Evening Session
Join Cornerstone Advisor Group for Tax Strategies For Smarter Estate Moves, a complimentary, one-hour educational workshop at Reynolds Community College on November 18 at 6 PM. Financial Advisor Max Abbate and Financial Professional Sal Filippelli will share clear, easy-to-follow strategies to help you protect your assets, reduce taxes, and plan for a lasting legacy. Learn how to make the most of today's tax laws, optimize your estate or trust, and gain peace of mind for your financial future.
November 18, 2025
11:00a - 12:30p
Reynolds Community College
Tax Strategies For Smarter Estate Moves Morning Session
Join Cornerstone Advisor Group for Tax Strategies For Smarter Estate Moves a complimentary, one-hour educational workshop at Reynolds Community College on November 18 at 11 AM. Financial Advisor Max Abbate and Financial Professional Sal Filippelli will share clear, easy-to-follow strategies to help you protect your assets, reduce taxes, and plan for a lasting legacy. Learn how to make the most of today's tax laws, optimize your estate or trust, and gain peace of mind for your financial future.
November 10, 2025
6:00p - 7:30p
Rockingham Recreation Center
Finding Joy in Retirement: How to Create Income that Lasts Nov 10th
Join Cornerstone Advisor Group on November 10th at 6 PM at the Rockingham Recreation Center in Penn Laird, VA, for a complimentary Finding Joy in Retirement event. Learn how to create lasting income without needing millions, minimize taxes on Social Security and retirement accounts, and protect your legacy with confidence. This one-hour educational event will help you plan smarter, retire confidently, and make your money last.
November 6, 2025
6:00p - 7:30p
Rockingham Recreation Center
Finding Joy in Retirement: How to Create Income that Lasts
Join Cornerstone Advisor Group on November 6th at 6 PM at the Rockingham Recreation Center in Penn Laird, VA, for a complimentary Finding Joy in Retirement event. Learn how to create lasting income without needing millions, minimize taxes on Social Security and retirement accounts, and protect your legacy with confidence. This one-hour educational event will help you plan smarter, retire confidently, and make your money last.
October 23, 2025
6:00p - 7:30p
Old Main Arts & Heritage Center
Government Benefits Q&A
It's time to make sure your benefits work hard for you! Join us for a Q&A session specifically for Government Employees who have worked hard to serve our communities.
October 23, 2025
11:00a - 12:30p
Appalachian Coffee House
Government Benefits Q&A
It's time to make sure your benefits work hard for you! Join us for a Q&A session specifically for Government Employees who have worked hard to serve our communities.
October 14, 2025
11:00a - 6:00p
Reynolds Community College
Smarter Estate & Tax Moves
Educational workshop to help you leave a legacy on your terms.
August 28, 2025
12:00p - 5:00p
Cornerstone Advisor Group
Tax Update Seminar: One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) is now law ... and it brings sweeping changes to the tax landscape.
August 26, 2025
12:00p - 6:00p
Zoom
One Big Beautiful Bill Act Tax Update
The One Big Beautiful Bill Act (OBBBA) is now law—and it brings sweeping changes to the tax landscape.
August 21, 2025
12:00p - 6:00p
Zoom
Maximize Your Cash Flow for Today and Tomorrow
Webinar designed specifically for young professionals who want to take control of their finances.
August 19, 2025
12:00p - 6:00p
Zoom
Looking Beyond Social Security for Retirement Income Planning
Ideal webinar for anyone approaching retirement or already retired who wants a clearer understanding of how to create a sustainable income plan.
June 24, 2025
6:00p - 7:30p
SimplyBe Coffee
Coffee and Conversations - A Special Needs Planning Seminar
An educational seminar specifically designed to help those who care for individuals with special needs understand important planning considerations when it comes to providing for the long-term financial needs of their loved ones.