Cornerstone Financial Group LLC #buildingfutures

Cornerstone Financial Group LLC  #buildingfutures

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Cornerstone Financial Group, LLC specializes in providing financial knowledge and solutions for individuals, families, and businesses.

03/16/2026

Are you setting your child up for financial success—or just hoping you’re doing it right?

Join us for an informative session that breaks down the most common (and confusing) financial questions parents face when saving, investing, and planning for their kids’ futures.

We’ll cover:
• The right bank accounts for kids at every age
• 529 plans—how they work and if they’re worth it
• Roth IRAs for children: when they make sense and why they’re powerful
• Brokerage accounts for minors: pros, cons, and tax considerations
• When to turn accounts over—18 vs. 21
• How children are taxed and what parents should know

Perfect for parents who want clarity, confidence, and smarter strategies for their children’s financial future.

Register by calling 920-832-3821 or email [email protected] by Friday, April 10.

11/15/2024

That time of year folks!!!

Come by and help us support the fantastic work of the The Salvation Army USA and the Marine Toys for Tots Foundation!

Help us fill the box to overflow!

Offices open for drop off Monday through Thursday 8:30 am to 4:30pm.

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Telephone

Address


158 E Northland Avenue
Appleton, WI
54914