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    • Timing Risk
    • Molly and Sandra
    • Income Disease
    • What's my Income?
    • Protect your Identity
    • Thinking of retirement?
  • Education
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2022 was a challenging year for many retirees. Whether you're in retirement or expecting to retire, it's important to have a plan and adjust it when needed. These workshops provide timely insights and strategies to help you pursue your goals.  

UPCOMING EVENTS

march 16th 2023

Retirement Planning Workshop

5:30pm

-

6:30pm

Cornerstone Bank's Community Conference Room: 230 Park Ave, Worcester MA 01609

Event Details

march 16th 2023

Retirement Planning Workshop

Food and beverage will be provided. Topics will include:

Escalating inflation and challenges faced by retirees

Rising interest rate opportunit...

Event Details

5:30pm

-

6:30pm

Cornerstone Bank's Community Conference Room: 230 Park Ave, Worcester MA 01609

APRIL 20TH 2023

Retirement Planning Workshop

5:30pm

-

6:30pm

Cornerstone Bank's Community Conference Room: 230 Park Ave, Worcester MA 01609

Event Details

APRIL 20TH 2023

Retirement Planning Workshop

Food and beverage will be provided. Topics will include:

Escalating inflation and challenges faced by retirees

Rising interest rate opportunit...

Event Details

5:30pm

-

6:30pm

Cornerstone Bank's Community Conference Room: 230 Park Ave, Worcester MA 01609

June 15th 2023

Retirement Planning Workshop

5:30pm

-

6:30pm

Cornerstone Bank's Community Conference Room: 230 Park Ave, Worcester MA 01609

Event Details

June 15th 2023

Retirement Planning Workshop

Food and beverage will be provided. Topics which will be discussed include:

Escalating inflation and challenges faced by retirees

Rising inter...

Event Details

5:30pm

-

6:30pm

Cornerstone Bank's Community Conference Room: 230 Park Ave, Worcester MA 01609

PAST EVENTS

nOVEMBER 10TH 2022

Planning for healthcare in retirement

5pm

-

6pm

Publick House Historic Inn & Restaurant (Sturbidge, MA 01566

Event Details

nOVEMBER 10TH 2022

Planning for healthcare in retirement

Topics which will be discussed include:

• Escalating health care costs faced by retirees

• Traditional Medicare: What are the different parts?...

Event Details

5pm

-

6pm

Publick House Historic Inn & Restaurant (Sturbidge, MA 01566

March 10th 2022

RETIREMENT INCOME PLANNING WORKSHOP

5pm

-

6pm

Event Details

March 10th 2022

RETIREMENT INCOME PLANNING WORKSHOP

Retirement Income Planning  Workshop at the Publick House in       Sturbridge

This event is designed to be 100% educational in nature and is ...

Event Details

5pm

-

6pm

October 14th 2021

Medicare workshop

5pm-6pm

Publick House Historic Inn & Restaurant (Sturbidge, MA 01566 )

Event Details

October 14th 2021

Medicare workshop

Become informed and plan ahead at our healthcare workshop. Topics we'll cover include: 


• Understanding Medicare: doctor visits, hospital sta...

Event Details

5pm-6pm

Publick House Historic Inn & Restaurant (Sturbidge, MA 01566 )

January 2020

Health & Wellness Panel Discussion

4:30

-

6PM

Publick House Historic Inn & Restaurant (Sturbidge, MA 01566)

Event Details

January 2020

Health & Wellness Panel Discussion

Your  health is wealth!  We invite you to listen to a panel of unique local business owners.   Learn about: yoga, chiropractors, nutrition, ...

Event Details

4:30

-

6PM

Publick House Historic Inn & Restaurant (Sturbidge, MA 01566)

November 2019

Planning for Healthcare in retirement

12

-

1:30pm

The Publick House Historic Inn & Restaurant (Sturbridge, MA 01566)

Event Details

November 2019

Planning for Healthcare in retirement

Learn how much the average retiree will need to allocate for Healthcare expenses during their retirement.  In addition, we'll discuss the va...

Event Details

12

-

1:30pm

The Publick House Historic Inn & Restaurant (Sturbridge, MA 01566)

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The Capstone Planning Group | Located at Cornerstone Bank

Direct Phone: 508-764-0046

200 Charlton Road [Suite B]

Sturbridge, MA 01566


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE. 


Securities and insurance offered through LPL or its affiliates are:   

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value   

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