Mackenzie and Christina attended the 2017 Financial Professionals Day hosted by the Maine Chapter of the Society of Financial Service Professionals. The presentations included ‘Exit Planning for Closely Held Businesses’, ‘How to Develop a Business Succession Plan’ and ‘Saving for College – It’s a Good Thing’. Christina and Mackenzie especially enjoyed the presentation on college savings strategies which was presented by Mila Tappan from FAME (Finance Authority of Maine).
Read MoreCornerstone is pleased to announce the engagement of Office Manager, Taylor Aisenson to Courtney Johnson. The proposal took place at 5:20am during the Casco Bay mail boat run. The Cornerstone team joined friends and family who flew in from California for the secret proposal. It was an early morning but we enjoyed delicious pastries from Standard Baking and two large pots of coffee! The regular…
Read MoreCornerstone is pleased to sponsor the Junior League of Portland’s 9th annual fundraiser to be held this Friday, February 10, 2017 at Cellardoor Winery. The Junior League relies on funding through their Annual Event to support their mission which is “dedication to the improvement of the local community through public service, while cultivating leadership opportunities for women.” They are…
Read MoreTaylor Aisenson joined Cornerstone Financial Planning as the office manager. Aisenson, of Gray, will work at the firm’s new Union Wharf location in Portland, where her responsibilities will include managing the payroll, accounting, tax preparation and some marketing functions. She previously worked for almost 10 years as an office manager for a family-owned…
Read MoreOn Monday, December 15, 2014 Maine's WMTW TV Channel 8' interviewed Cornerstone Financial Planning's principal, Susan Veligor, CFP®, on the impact of current falling oil and gas prices on consumers and investor portfolios. According to the WMTW report, although lower energy prices are now putting money back in the pockets of consumers at the pump, financial experts like Veligor say that most…
Read MoreCornerstone Financial Planning hosted Money Quotient’s, "Fundamentals of Financial Life Planning" training course in Portland, Maine on December 10-12, 2014. Cornerstone’s principals, Jill Boynton, CFP® and Susan Veligor, CFP®, along with Mackenzie Arsenault, CFP® and other financial planners, attended the training. Money Quotient is an organization with a mission to facilitate the…
Read MoreLast 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…
Read MorePortland, 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…
Read MorePortland 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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