Plan Smarter. Protect More. Leave a Legacy That Lasts.

Join Cornerstone Advisor Group for a complimentary educational event designed to help individuals and families make informed decisions about their estate and tax strategies. In this one-hour session, you’ll learn practical ways to protect what you’ve built, reduce taxes, and create a plan that supports your family for generations to come.

What You’ll Learn

• How to make the most of today’s tax laws

• Smart ways to optimize an estate or trust

• The three types of money and why they matter

• Strategies to leave a lasting legacy
  
  

Meet Your Presenters

       
Max Abbate - Managing Director           Sal Filippelli - Financial Professional    

Together, they’ll break down complex topics into clear, easy-to-understand strategies you can apply right away.

Who Should Attend

This event is perfect for individuals and couples who want to:

• Prepare for retirement with confidence

• Update or review their estate plan

• Understand tax-efficient strategies for their savings

• Learn how to pass assets on to the next generation
  
  

Event Details

📍 Location: Reynolds Community College — Burnette Hall, Room 207
🅿️ Parking: FREE Main lot
🕕 Time: 11:00 AM
💵 Cost: Complimentary (no charge to attend)

Space is limited, and these events fill quickly.
Reserve your seat today to gain valuable insight and peace of mind for your future.