LIVE WEBINAR
Retirement Planning Essentials You May Have Missed
October 8, 2024 | 11:30 a.m.
October 9, 2024 | 4:30 p.m.
October 10, 2024 | 7:30 a.m.
Planning for retirement can seem overwhelming. You might be wondering if you can retire when you planned and still maintain your quality of life, or if there’s anything you could be doing now to get your financial situation on track to reach your retirement goals.
Learn strategies to maximize your financial resources and what actions you can take today to align with your retirement goals.
At this webinar we will address the following:
- Will my money last as long as I do?
- How do I balance risk and return in my retirement investments?
- What steps can I take today to ensure a smoother transition into retirement?
Who Should Attend: This webinar is designed for individuals nearing retirement or those already in their retirement years who are seeking to optimize their financial strategies.
Your Takeaway:
Arm yourself with knowledge and tools to make informed decisions and navigate your retirement planning confidently. It IS possible to create a dynamic, responsive retirement plan that adapts to changes in the market and your life.
Reserve your spot now and start crafting a retirement plan that’s as dynamic as you are!
If you have any questions, please contact us at cfsteam@mycfsgroup.com or 877-352-9490.
There is no fee to attend. RJFS Financial Advisors do not provide tax preparation services or advice. You should discuss any tax or legal matters with the appropriate professional.
Your Plan Can Create Meaningful Outcomes In Your Life
Our team will analyze your income needs for today and tomorrow, then help you develop and implement a plan to help you achieve the life you’ve imagined in retirement.
Retirement Planning
Gain confidence with goal setting and monitoring, comparing scenarios to understand how factors impact your plan.
Estate & Charitable Planning
A basic understanding of estate planning can help you preserve your assets, take care of the people who are important to you, potentially reduce taxes, and avoid common mistakes.
Tax Planning Strategies
Keeping your tax liability to a minimum is an essential part of maintaining your Cornerstone financial plan.
Investment Management
Our advisors will help design a strategy that is clearly defined, matches your goals, and aligns with your risk preferences and lifestyle.
Risk Management / Insurance Planning
We use best financial practices, built on an industry-renowned framework, to help us understand YOUR acceptable levels of risk-and-reward with unparalleled accuracy.
Trust in our Award Winning Team
“This recognition by Forbes is proof of the ‘something extra’ each team member brings that can only be described as heart. They care deeply and passionately about their work, our mission, each other, and most importantly, our clients.”
– Michelle Stahl
Partner, Chief Operating Officer, CFS | Office Manager, RJFS
The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.