Cornerstone in the News
Cornerstone Presents Basic Training for New Planners
Susan and Jill traveled to Long Beach, California in May 2008 to attend a 4-day NAPFA conference. During the conference they ran a special track of sessions designed specifically for new financial planners, called "Basic Training." The six classes and all-day case study evaluation were intended to give the inexperienced planner help in setting up a practice and working with clients. This was Susan and Jill's second time leading this sub-conference; they previously ran Basic Training at the NAPFA Northeast Regional Conference in 2007. They will do so again at the 2008 regional conference this November in Hershey, PA.
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Contact Information
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New Hampshire Office
Jill Boynton
70 Old Post Road
Newington NH 03801
Near Portsmouth
603.431.1133 -
Maine Office
Susan Veligor
70 Center Street
Portland ME 04101
207.772.8133
