Posted by Anna Traugh on October 27, 2021
Three of Cornerstone’s planners attended the Fall 2021 NAPFA Conference in Boston, MA from October 13th to the 16th. Christina Traurig, Mackenzie Arsenault, and Sara Casale represented Cornerstone Financial Planning this year and joined many informational and robust presentations by professionals from across the country. A few of the topics covered included: Tax and Estate Planning Strategies, Reverse Mortgages, Cryptocurrency, Cash Flow Planning, and Insurance Strategies. In addition to professional development, this event provided numerous opportunities for networking and collaboration between financial professionals. We look forward to seeing what next years’ NAPFA Conference has to offer!
