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Seacoast Planner Conference Hosted by Cornerstone and Patane

Posted by Susan Veligor on May 12, 2014

Last month we and our colleague, Rozanna Patane, hosted a 2-day meeting called the Seacoast Planners Conference. We invited several other Fee-Only planners to join us at the Stage Neck Inn in York, Maine. The primary focus of this event was to learn more about “Impact Investing” and “Community Investing”. Both subjects fall into what Forbes Magazine cites as one of the fastest growing…

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Cornerstone Financial Planning Hires New Certified Financial Plannerâ„¢

Posted by Susan Veligor on May 8, 2014

Portland, Maine……..May 6, 2014....Ten year old financial planning firm, Cornerstone Financial Planning, with offices in Portland, Maine and Newington, New Hampshire, recently added Certified Financial Planner™, Mackenzie Arsenault, to their Portland team. Prior to joining Cornerstone Financial Planning, Ms. Arsenault worked at UBS Wealth Management Americas in Boston, Massachusetts, where…

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Cornerstone Financial Planning Website Earns McClain Marketing + Interactive SIAA National Award for Design and Development

Posted by Susan Veligor on March 14, 2014

Portland Marketing Firm Wins National Awards PORTLAND, MAINE (February 25, 2014) – McClain Marketing + Interactive, a strategic marketing solutions firm in Portland, today announced that it received 7 awards in the Eleventh Annual Service Industry Advertising Awards (SIAA) national competition. Four were Gold Awards including Company Brochure for Compass Rose Events in Boothbay Harbor, ME; Logo…

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Cornerstone Financial Planning Celebrates Ten Year Anniversary

Posted by Susan Veligor on March 4, 2014

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"Active Listening" An Interview by Financial Advisor Magazine

Posted by Bob Perkins on June 10, 2013

For its June 6th issue, Jill and Susan were interviewed by Financial Advisor Magazine about client communication and relationships. In it, they discuss their process of "active listening" by which they help get to the heart of financial decisions through deeper, more meaningful discussions about life and love. Many of Cornerstone’s clients are divorced, single and widowed women looking for their…

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Jill to Speak at NH Conflict Resolution Association Workshop on May 31st.

Posted by Susan Veligor on May 21, 2013

Jill will be one of three Certified Divorce Financial Analysts presenting a three-hour session entitled “Better Settlements in Divorce; The Use of a Financial Planner” at a New Hampshire Conflict Resolution Association (NHCRA) workshop on Friday, May 31st in Nashua, NH. The speakers will discuss:- The benefits of using a financial planner in divorce. Benefits include reducing fantasy and…

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Susan Participates on Panel at SSG Conference

Posted by Susan Veligor on May 21, 2013

 Jill and Susan attended the annual Shareholders Service Group (SSG) conference in early May in San Diego, California. (SSG is the custodian for many Cornerstone client accounts.) The conference focused on practice management and its importance to independent registered investment advisors. Susan sat on a panel facilitated by a reporter for Investment Advisor Magazine and shared experiences –…

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Jill Boynton Elected to Collaborative Law Alliance of NH Board

Posted by on March 5, 2013

Newington, NH – (October 24, 2012) – Jill Boynton, principal at Cornerstone Financial Planning, was recently elected to the Board of Directors for the Collaborative Law Alliance of New Hampshire (CLANH). As a board member, Boynton will assist the organization in furthering its mission of resolving disputes respectfully within the litigation process and providing education and training to its…

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