Estate and Retirement Planning Simplified

You and your spouse or guest are cordially invited to join us for an informational event focusing on how to preserve your capital, maximize your retirement income, minimize risk, and explain how the change in 2025 tax rules will affect you.

Join well-known estate strategy and retirement income professionals from the Cornerstone Fairfax office as they walk you through valuable insights, lesser-known planning considerations, and practical information you can act on immediately. They will also share, in plain English, little-known facts and strategies your current advisor may not know — and the government certainly won’t tell you.

Topics to include:

• Understanding your Federal Employees Retirement System (FERS) pension and how it fits into your retirement income
• How taxes work on your retirement accounts
• Ways to leave a lasting legacy beyond money and possessions
• How VA disability compensation impacts taxes and retirement income
• When federal employees should consider retiring to maximize benefits
• Protecting your family with survivor benefit options under FERS
• How veterans can coordinate military retirement benefits with civilian federal pensions
• Understanding your U.S. Department of Veterans Affairs benefits and how they affect retirement planning
• How federal pensions and TSP withdrawals are taxes
• Avoiding common mistakes when passing assets to heirs

Seating is limited so register today to save your seat!

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

Cameren B. Asherbranner and Christian A. DeCesaris are Investment Adviser Representatives of, and investment advisory services are offered solely by ESI Financial Advisors, 10472 Armstrong Street, Fairfax VA 22030, 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. TC8825252(0326)