Congratulations to our Paraplanner, Adam, for passing his final exam for the Estate Planning course!
Read More
Cornerstone was proud to donate to the New Leaders Council - Maine's fundraising efforts this year.
Read More
Since the Cornerstone team has been working from home as a result of the Coronavirus, we have been doing a Zoom Happy Hour each Friday evening as a team – all while practicing social distancing.
Read MoreCornerstone proudly sponsored this year's Junior League of Greater Portland's Annual Gala. The Gala takes place annually, and was held on Friday, March 6th at Cellardoor Winery in Portland.
On Wednesday, March 11, News Center Maine interviewed Susan Veligor on the impact of the Coronavirus and its long term implications for the economy.
Read More
On Friday, November 22nd, Mackenzie presented to two classes of seniors at Falmouth High School in Falmouth, Maine.
Read More
On Wednesday, November 20th, Mackenzie presented to the Junior League of Portland on financial independence and wellness for women.
Read More
On November 9th, Christina and Mackenzie attended the 10th Annual Flannel Party. This is the second year in a row that Cornerstone has sponsored this event!
Read More
On Wednesday, October 23rd, Mackenzie attended a tax breakfast hosted by Baker Newman Noyes.
Read More
Last week, Cornerstone hosted our second Money Quotient training. The three day training involved lectures, group discussions, and partnership role playing work where each of us completed the worksheets ourselves, as a client, and then discussed with our planner partner.
Read More
