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
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...
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
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...
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
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...
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
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?...
5pm
-
6pm
Publick House Historic Inn & Restaurant (Sturbidge, MA 01566
March 10th 2022
RETIREMENT INCOME PLANNING WORKSHOP
5pm
-
6pm
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 ...
5pm
-
6pm
October 14th 2021
Medicare workshop
5pm-6pm
Publick House Historic Inn & Restaurant (Sturbidge, MA 01566 )
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...
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)
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, ...
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)
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...
12
-
1:30pm
The Publick House Historic Inn & Restaurant (Sturbridge, MA 01566)
Check the background of your financial professionals on FINRA's BrokerCheck.
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
Conveniently located at Cornerstone Bank