Broker Check

Events



Client Advocate Dinner

Sioux Falls  |  Tuesday, November 5, 5:30pm

Huron  |  Monday, November 18 5:30pm

This exclusive dinner with amazing food and fun is a thank you to clients who have introduced us to a friend, colleague or relative over the past year. To receive your invitation, simply think of someone who could benefit from the services we offer and email their name, phone number, and address to shelli.mosher@cornerstonefinancialsolutions.com by Tuesday, October 15th.

Let us know if you have a friend who:

  • Is retired or is close to retirement and would like a Retirement Readiness Review.
  • Is going through a transition such as a job change, divorce, or widowhood.
  • Would enjoy the simplicity, freedom and confidence that comes from delegating and collaborating with a trusted advisor on all of their financial affairs.
  • Is willing to allow our financial advisors into their lives on an intimate level, giving them the access necessary to craft a truly tailored wealth plan. 

You can be assured that your introduction will receive the same extraordinary service you have come to know from the team at Cornerstone. We promise not to flood them with phone calls, emails and mail. We will simply let them know you asked us to mail some literature and we’ll follow up with a phone call to answer any questions. That’s it!

Because your family and friends matter to you, they matter to us!




Farmers Appreciation Banquet

Huron

Thursday, December 5

The Cornerstone team has reserved a few tables - Watch for invitations in November.




See You in Arizona?

Your life in Arizona is important to you – that makes it important to us.

Our goal is to provide you with outstanding educational opportunities and communication  – no matter your zip code. So, we’re coming to you!


Market Update and Economic Forecast
How the markets fared in 2019 and what to watch for in 2020


Tuesday, January 14th • 10:00-11:30am
Office Evolution
15331 W. Bell Road, Suite 212
Surprise, Arizona 85374

Wednesday, January 15 •  10:00-11:30am
Mesa Chamber of Commerce
165 N. Centennial Way
Mesa, AZ 85201

 

Cornerstone Wealth Advisor, Richelle Hofer, will be in Arizona January 13 – January 16 to help clients stay in-the-know about the markets and their personal financial situation. Attend an event or meet one-on one to review your portfolio or just get together to catch up.