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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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