Your Roadmap to Retirement | Educational Workshops Series

At Cornerstone Insurance Group we’re committed 100% to educating our clients and community about important topics related to Medicare, Insurance, Life and Annuities, Long-Term and Critical Care. Thus, we created a monthly series whereby people can come visit with us and learn about topics they are interested in.

Sign up for a workshop today by contacting us online or by phone at 425-595-5028 today!

Upcoming Dates & Topics – Coming Soon!

cornerstone insurance group workshops medicare long term care insurance planning life annuities bellevue seattle

Workshop Topics Explained

Medicare 101

Learn your A’s, B’s, C’s and D’s! Medicare ‘Advantage’ versus ‘Supplement’ Plans: When to enroll, learn about your coverage and options, and how to shop for a plan that best fits your needs.

Long Term Care

We’ll talk about the reality of needing this type of care and your options to cover the costs. Plus! Is Long-Term Care Insurance a good fit for you? We’ll cover the basics and more!

Elder Living

Should I stay or should I go? When is the best time to downsize of ‘Rightsize’ your living situation? What are your options, and how do you take the next steps?

Social Security Maximization

How to decide the best time to begin accepting your payment and how to maximize your overall benefit.

Estate Planning

Many important documents such as wills, trusts, healthcare directives and power of attorneys that should be in order. Make it easier by addressing these properly. We’ll share some ways to stay on top of these items and resources on taking next steps.

Final Arrangements

Making these means your family members won’t be burdened. We call it ‘The Final Loving Gesture’.

Protecting Your Retirement

You’ve worked hard for it! Now it’s time to protect it. We’ll discuss investment vehicles for a safe and guaranteed return on your hard earned nest egg.