Life and Wealth Workshop
Learn how the Secure Act 2.0 could affect your retirement, discover your money story, and hear what our advisors are watching in the markets and economy.
March 6 in Huron or March 14 in Sioux Falls
5:45pm Doors open/Check-in begins. Light appetizers will be served
6:15 - 7:15pm Presentations
What The SECURE Act 2.0 Means For Your Retirement Savings
As a leading expert in the finance industry, we will cover how new retirement legislation increases access to tax-advantaged retirement accounts & prevents older Americans from outliving their assets.
• RMD (Required Minimum Distribution) Changes
• 401k Credits for Small Business Owners
• 401k/403b Changes for Employees
• Provisions on unused 529 Plans
• And More!
How Your Relationship With Money Affects Your Financial Decisions
Your thoughts, feelings, and beliefs about finances affect your financial decisions in ways you don’t even realize.
• What are the six key influences on your unique money story?
• How does your money story impact the way you save, spend, invest, and gift money?
• Have you given it too much power over what's possible?
• How can knowing your money story help you pursue your greater dreams and make the impact you are truly capable of making?
Brief Market Update
Invite a friend you'd like to introduce to Cornerstone and don’t miss this opportunity to talk financial wellness with professionals who care about your dreams!
Huron - March 6 at the Crossroads Hotel/Huron Event Center | 100 4th St SW, Huron
Sioux Falls - March 14 at The Country Club | 3400 W 22nd St, Sioux Falls
Registration is required - by Feb 28 for Huron and by March 7 for Sioux Falls.
Fill out the form below, call 605-357-8553, or email firstname.lastname@example.org
Event sponsored in party by T. Rowe Price. Raymond James is not affiliated with T. Rowe Price.
Past Events and Webinars
Perspective 2022 (Sioux Falls, SD) | September 6, 2022
Perspective 2022 (Huron, SD) | September 8, 2022
Update 2022: Financial Markets and Economic Insights (Huron, SD) | April 11, 2022
Update 2022: Financial Markets and Economic Insights (Sioux Falls, SD) | March 28, 2022
Economic & Market Insights (Mesa, AZ) | January 12, 2022
Economic & Market Insights (Surprise, AZ) | January 10, 2022
Tax Reform Webinar | November 15, 2021
Economic and Investor Update via Zoom | March 2, 2021 6:30pm
Investor Update via Zoom | November 17, 2020 630pm
Sioux Falls Office Video Tour | November 11, 2020 6:30pm
Election-Year Politics and the Markets | September 17, 2020 6:30pm
Election-Year Politics and the Markets | August 25, 2020 6:30pm
5 Ways Technology Will Change How You Age | May 26, 2020 5:30pm (Sponsored by Hartford Funds. Raymond James is not affiliated with Hartford Funds.)
Market Perspective | May 29, 2020 11:30am (Sponsored by Vanguard Funds. Raymond James is not affiliated with Vanguard Funds.)
Retire on Purpose - Beyond Financial Planning: Creating the Life You Want | June 23, 2020 4:30pm (Sponsored by Jackson. Raymond James is not affiliated with Jackson)
Speaking of Markets - You Can't Predict the Future, but you CAN prepare for it | June 25, 2020 4:30pm (Sponsored by T. Rowe Price. Raymond James is not affiliated with T. Rowe Price.)
5 Ways Technology Will Change How You Age | June 30, 2020 4:30 p.m. (Sponsored by Hartford Funds. Raymond James is not affiliated with Hartford Funds.)