Estate and Retirement Planning Simplified

You and a guest are cordially invited to an educational event for area residents who are retired or planning to retire soon.

Join well-known estate strategy and retirement income professionals Cory Cook and Benjamin Turner, alongside an estate planning attorney and CPA, as they walk you through strategies designed to help preserve capital, reduce risk, maximize income, and protect and grow your assets. You’ll leave with valuable insights, lesser-known planning considerations, and practical information you can act on immediately.

Topics to include:

• The advantages and disadvantages of Wills and Living Trusts.
• Why everyone needs an Estate Plan if they own a home and have assets.
• How powers of attorney work and what you need to know to protect you and your family.
• What financial strategy to use to help minimize your federal & state income taxes on your IRA, 401(k) or other retirement plans.
• Investment strategies in a volatile market.
• How to plan to avoid outliving your income during retirement and live your dreams.
• Should you be reallocating your assets?
• How the new SECURE Act affects your trust and/or retirement account.

Seating is limited so register today to save your seat!

This complimentary event is limited to first time guests only. Please, no financial advisors.

Cory Cook and Benjamin Turner are Investment Adviser Representatives of, and investment advisory services are offered solely by ESI Financial Advisors, 121 Creekside Lane, Winchester VA 22602, 866-868-1492.

Cornerstone Advisor Group, LLC is independent of ESI Financial Advisors and Investment Adviser 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 ESI Financial Advisors. 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. TC8777722(0226)