Description
Your financial future isn’t built overnight — it starts with the right habits and a solid plan.
Join us for a focused, educational webinar designed to help you take practical steps toward greater financial confidence. In today’s evolving economic environment, understanding how to manage your cash flow, protect what you’re building, and plan for the future can make a meaningful difference.
This session is designed for Rising Star employees who want to:
- Gain better control over their day-to-day finances
- Understand foundational financial protection concepts
- Begin building toward long-term financial goals with greater clarity
- Learn practical, easy-to-apply financial strategies
Event Details
📅 Date: April 30, 2026
⏰ Time: 10:30 AM – 11:30 AM
💻 Location: Zoom
🏢 Company: Cornerstone Advisor Group on behalf of Rising Star
👤 Hosts: Benny Perez and Rob Pudmericky
What You’ll Learn
This session will walk through foundational strategies to help you make informed financial decisions in the months ahead — whether you’re just getting started or looking to strengthen your current approach.
Topics will include:
- Practical guidelines for balancing spending, saving, and lifestyle priorities
- Key considerations for protecting your income and financial progress from unexpected events
- Approaches to building wealth with an emphasis on managing risk
- Flexible planning strategies to help prepare for future goals such as education, retirement, or major life milestones
Register now to start building your financial foundation!
Benjamin J. Perez is an Investment Adviser Representative and investment advisory services are offered solely by ESI Financial Advisors. Robert Pudmericky is Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 10472 Armstrong St, Fairfax, VA 22030, 1-866-868-1492. Cornerstone Advisor Group, LLC is independent of Equity Services, Inc. and Registered Representatives do not offer tax or legal advice. This information is not intended as tax or legal advice and is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code. Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, LLC and Equity Services, Inc. For tax advice concerning your own situation, please consult with your independent tax professional or CAG Tax Services. Legal advice is offered independently of all entities listed. Please consult with your independent legal professional concerning your own situation. TC8828295(0326)1