Smarter Estate and Tax Moves

Name: Smarter Estate and Tax Moves
Start: 2025-10-14T18:00:00-04:00
End: 2025-10-14T19:30:00-04:00
Location: 1651 E Parham Rd, Henrico, VA 23228-2327, United States

Schedule

Tue Oct 14 2025 at 06:00 pm to 07:30 pm

UTC-04:00

Location

1651 E Parham Rd, Henrico, VA 23228-2327, United States | Henrico, VA

Join Cornerstone Advisor Group for a one-day educational workshop designed to help individuals and families better understand estate and tax planning.
This complimentary session will provide clear strategies to protect what you’ve built and make informed financial decisions for the future.
2 Event Times 11am & 6pm
RSVP:
www.cornerstoneadvice.org/events/smarter-estate-tax-moves

What You’ll Learn:
✔️ How to optimize an estate or trust
✔️ Ways to make the most of today’s tax rules
✔️ The three types of money and why they matter in planning
Speakers:
Max Abbate, Financial Advisor
Sal Filippelli, Financial Professional
This event is ideal for anyone looking to learn more about estate planning, tax strategies, and legacy preparation.
Whether you’re planning for retirement, reviewing an existing estate plan, or simply want to stay informed about current financial rules, this workshop will provide valuable insights.
Limited seating is available. Reserve your spot today!
https://www.cornerstoneadvice.org/events/smarter-estate-tax-moves