Your Hub for News of Interest & Helpful Resources

Adam Bergeron Passes Estate Planning Exam

Posted by on August 31, 2020

Congratulations to our Paraplanner, Adam, for passing his final exam for the Estate Planning course!

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Cornerstone Sponsors New Leaders Council Maine

Posted by on June 11, 2020

Cornerstone was proud to donate to the New Leaders Council - Maine's fundraising efforts this year.

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Virtual Happy Hour

Posted by on April 6, 2020

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.

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Cornerstone Sponsors Junior League of Greater Portland's Annual Gala

Posted by on March 25, 2020

Cornerstone 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.

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News Center Maine Interviews Susan on Coronavirus

Posted by on March 13, 2020

On Wednesday, March 11, News Center Maine interviewed Susan Veligor on the impact of the Coronavirus and its long term implications for the economy.

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Mackenzie Presents to Falmouth High School Seniors

Posted by on November 25, 2019

On Friday, November 22nd, Mackenzie presented to two classes of seniors at Falmouth High School in Falmouth, Maine. 

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Mackenzie Presents to Junior League of Portland

Posted by on November 21, 2019

On Wednesday, November 20th, Mackenzie presented to the Junior League of Portland on financial independence and wellness for women.

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Christina and Mackenzie Attend The 10th Annual Flannel Party

Posted by on November 13, 2019

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!

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Mackenzie Attends Baker Newman Noyes Tax Breakfast

Posted by on October 28, 2019

On Wednesday, October 23rd, Mackenzie attended a tax breakfast hosted by Baker Newman Noyes.

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Cornerstone hosts Money Quotient Training

Posted by on October 24, 2019

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.

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