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Workshops And Webinars

Our Complimentary Events

See Individual Events For Additional Details

Note: Your registration is not confirmed until you’ve spoken to a representative from Goldstone to confirm your attendance.

Hosted by Goldstone Financial Group, our workshops and webinars are offered complimentary to our community. Stay informed about our specialty services and learn more about retirement options by joining us at one of our financial workshops or webinars. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.

FINANCIAL SEMINARS

Join us for an educational dinner event at 6731 Dempster St, Morton Grove, IL 60053, USA

Join us for an educational dinner event at 6731 Dempster St, Morton Grove, IL 60053, USA

Join us for an educational dinner event at 100 W Higgins Rd Suite U-1, South Barrington, IL 60010

Join us for an educational dinner event at 100 W Higgins Rd Suite U-1, South Barrington, IL 60010

Join us for an educational dinner event at 100 W Higgins Rd Suite U-1, South Barrington, IL 60010

Join us for an educational dinner event at 1470 McConnor Pkwy, Schaumburg, IL 60173, USA

Join us for an educational dinner event at 1470 McConnor Pkwy, Schaumburg, IL 60173, USA

Join us for an educational dinner event at 1470 McConnor Pkwy, Schaumburg, IL 60173, USA

Join us for an educational dinner event at 700 N Meacham Rd, Schaumburg, IL 60173, USA

Join us for an educational dinner event at 700 N Meacham Rd, Schaumburg, IL 60173, USA

Join us for an educational dinner event at 700 N Meacham Rd, Schaumburg, IL 60173, USA

Join us for an educational dinner event at 3710 E Main St, St. Charles, IL 60174

Join us for an educational dinner event at 3710 E Main St, St. Charles, IL 60174

Join us for an educational dinner event at 3710 E Main St, St. Charles, IL 60174

Join us for an educational dinner event at 3710 E Main St, St. Charles, IL 60174

Join us for an educational dinner event at 1300 Patriot Blvd, Glenview, IL, 60026, USA

Join us for an educational dinner event at 1300 Patriot Blvd, Glenview, IL, 60026, USA

Join us for an educational dinner event at 1300 Patriot Blvd, Glenview, IL, 60026, USA

Join us for an educational dinner event at 960 Milwaukee Ave, Lincolnshire, IL 60069

Join us for an educational dinner event at 960 Milwaukee Ave, Lincolnshire, IL 60069

Join us for an educational dinner event at 960 Milwaukee Ave, Lincolnshire, IL 60069

Join us for an educational dinner event at 16344 Boulevard Pl, Plainfield, IL 60586

Join us for an educational dinner event at 16344 Boulevard Pl, Plainfield, IL 60586

Join us for an educational dinner event at 16344 Boulevard Pl, Plainfield, IL 60586

Join us for an educational dinner event at 1751 Freedom Dr, Naperville, IL 60563

Join us for an educational dinner event at 1751 Freedom Dr, Naperville, IL 60563

Join us for an educational dinner event at 1751 Freedom Dr, Naperville, IL 60563

Join us for an educational dinner event at 2105 Spring Rd, Oak Brook, IL 60523

Join us for an educational dinner event at 3001 Butterfield Rd, Oak Brook, IL 60523

Join us for an educational dinner event at 3001 Butterfield Rd, Oak Brook, IL 60523

Join us for an educational dinner event at 3001 Butterfield Rd, Oak Brook, IL 60523

Join us for an educational dinner event at 87 Yorktown Shopping Center, Lombard, IL 60148

Join us for an educational dinner event at 87 Yorktown Shopping Center, Lombard, IL 60148

Join us for an educational dinner event at 2307 E Lincoln Hwy, New Lenox, IL 60451

Join us for an educational dinner event at 2307 E Lincoln Hwy, New Lenox, IL 60451

Join us for an educational dinner event at 2307 E Lincoln Hwy, New Lenox, IL 60451

Join us for an educational dinner event at 2307 E Lincoln Hwy, New Lenox, IL 60451

Join us for an educational dinner event at 201 Bridewell Dr, Burr Ridge, IL 60527

Join us for an educational dinner event at 201 Bridewell Dr, Burr Ridge, IL 60527

Join us for an educational dinner event at 201 Bridewell Dr, Burr Ridge, IL 60527

RSVP TODAY!

EDUCATIONAL EVENTS

Sessions start at 6PM

SOCIAL SECURITY AND RETIREMENT INCOME PLANNING

Creating a Coordinated Strategy for Lifetime Income

Please join us for this complimentary informational seminar at Mason Community Center
(6050 Mason Montgomery Road, Mason, OH 45040)

Did you know?

  • Social Security replaces only about 40% of pre-retirement income for the average worker
  • The timing of when you claim Social Security can significantly impact your lifetime benefits
  • Coordinating Social Security with other income sources can help minimize taxes
  • Having a retirement income plan can help ensure you don’t outlive your money

 

We will be discussing:

  • Strategies for maximizing your Social Security benefits
  • How to create reliable income streams to supplement Social Security
  • Tax-efficient withdrawal strategies for retirement accounts
  • The role of guaranteed income products in retirement planning
  • How to protect your retirement income from inflation
  • Creating a coordinated retirement income plan that lasts a lifetime

Join us to learn how to create a comprehensive retirement income strategy that coordinates Social Security with your other income sources to help provide financial security throughout your retirement years.

Spouses are encouraged to attend!

Register now at https://events.afceducators.org/KIQF0N 

Sessions start at 11AM and 2PM

SOCIAL SECURITY AND RETIREMENT INCOME PLANNING

Creating a Coordinated Strategy for Lifetime Income

Please join us for this complimentary informational seminar at Mason Community Center
(6050 Mason Montgomery Road, Mason, OH 45040)

Did you know?

  • Social Security replaces only about 40% of pre-retirement income for the average worker
  • The timing of when you claim Social Security can significantly impact your lifetime benefits
  • Coordinating Social Security with other income sources can help minimize taxes
  • Having a retirement income plan can help ensure you don’t outlive your money

We will be discussing:

  • Strategies for maximizing your Social Security benefits
  • How to create reliable income streams to supplement Social Security
  • Tax-efficient withdrawal strategies for retirement accounts
  • The role of guaranteed income products in retirement planning
  • How to protect your retirement income from inflation
  • Creating a coordinated retirement income plan that lasts a lifetime

Join us to learn how to create a comprehensive retirement income strategy that coordinates Social Security with your other income sources to help provide financial security throughout your retirement years.

Spouses are encouraged to attend!

Register now at https://events.afceducators.org/KIQF0N 

Sessions start at 11AM 

ESTATE PLANNING SOLUTIONS

Comprehensive Strategies to Protect Your Assets and Legacy

Please join us for this complimentary informational seminar at University Center of Lake County – Room 132
(1200 University Center Drive, Grayslake, IL 60030)

Effective estate planning involves more than just drafting a will. It requires a comprehensive approach that addresses asset protection, tax efficiency, healthcare directives, and ensuring your wishes are carried out exactly as you intend.

We will be discussing:

  • The difference between wills and trusts, and which is right for your situation
  • Strategies to protect your assets from creditors and lawsuits
  • How to minimize estate and inheritance taxes
  • Planning for incapacity with healthcare directives and powers of attorney
  • Special considerations for business owners and blended families
  • How to ensure your estate plan stays up-to-date with changing laws and life circumstances

Join us to learn how a well-designed estate plan can help protect your assets, provide for your loved ones, and create a lasting legacy according to your wishes.

Seating is limited, so sign up today!

Register now at https://events.afceducators.org/04IEFV 

Sessions start at 11AM 

ESTATE PLANNING SOLUTIONS

Comprehensive Strategies to Protect Your Assets and Legacy

Please join us for this complimentary informational seminar at University Center of Lake County – Room 132
(1200 University Center Drive, Grayslake, IL 60030)

Effective estate planning involves more than just drafting a will. It requires a comprehensive approach that addresses asset protection, tax efficiency, healthcare directives, and ensuring your wishes are carried out exactly as you intend.

We will be discussing:

  • The difference between wills and trusts, and which is right for your situation
  • Strategies to protect your assets from creditors and lawsuits
  • How to minimize estate and inheritance taxes
  • Planning for incapacity with healthcare directives and powers of attorney
  • Special considerations for business owners and blended families
  • How to ensure your estate plan stays up-to-date with changing laws and life circumstances

Join us to learn how a well-designed estate plan can help protect your assets, provide for your loved ones, and create a lasting legacy according to your wishes.

Seating is limited, so sign up today!

Register now at https://events.afceducators.org/04IEFV 

Sessions start at 11AM & 2PM

ESTATE PLANNING SOLUTIONS

Comprehensive Strategies to Protect Your Assets and Legacy

Please join us for this complimentary informational seminar at Barrington’s White House
(145 West Main Street, Barrington, IL 60010)

Effective estate planning involves more than just drafting a will. It requires a comprehensive approach that addresses asset protection, tax efficiency, healthcare directives, and ensuring your wishes are carried out exactly as you intend.

We will be discussing:

  • The difference between wills and trusts, and which is right for your situation
  • Strategies to protect your assets from creditors and lawsuits
  • How to minimize estate and inheritance taxes
  • Planning for incapacity with healthcare directives and powers of attorney
  • Special considerations for business owners and blended families
  • How to ensure your estate plan stays up-to-date with changing laws and life circumstances

Join us to learn how a well-designed estate plan can help protect your assets, provide for your loved ones, and create a lasting legacy according to your wishes.

Seating is limited, so sign up today!

Register now at https://events.afceducators.org/GGPUF0 

Sessions start at 11AM & 2PM

ESTATE PLANNING SOLUTIONS

Comprehensive Strategies to Protect Your Assets and Legacy

Please join us for this complimentary informational seminar at Barrington’s White House
(145 West Main Street, Barrington, IL 60010)

Effective estate planning involves more than just drafting a will. It requires a comprehensive approach that addresses asset protection, tax efficiency, healthcare directives, and ensuring your wishes are carried out exactly as you intend.

We will be discussing:

  • The difference between wills and trusts, and which is right for your situation
  • Strategies to protect your assets from creditors and lawsuits
  • How to minimize estate and inheritance taxes
  • Planning for incapacity with healthcare directives and powers of attorney
  • Special considerations for business owners and blended families
  • How to ensure your estate plan stays up-to-date with changing laws and life circumstances

Join us to learn how a well-designed estate plan can help protect your assets, provide for your loved ones, and create a lasting legacy according to your wishes.

Seating is limited, so sign up today!

Register now at https://events.afceducators.org/GGPUF0 

FREE ON-DEMAND WEBINARS

Donald Trump’s policies will create opportunities and risks for your retirement. Let’s talk about what they are, and how to navigate them.​​​​​​​

​​​​​​​- We’re facing some BIG problems – Social Security is under financial strain. The national debt is rising. Reducing government spending remains a significant challenge. Inflation continues to erode your purchasing power.​​​​​​​

Trump’s next term could bring opportunities – Lower taxes for longer could save you a fortune (and potentially keep more of your Social Security benefits). And pro-growth policies could juice your investment portfolio.

There are also risks to certain policies – Tariffs could boost your expenses. Benefits programs could be drained faster. We could end up deeper in debt. And lower interest rates could reduce your retirement income.

Are you ready to unlock the full potential of your dream retirement?

You’ve worked hard, saved your money and made investments, but you realize that’s not enough to secure your financial future. Join us for a dynamic webinar designed for retirees and those nearing retirement who are keen to optimize their financial future.

This webinar is tailored specifically to individuals like you who understand the importance of strategic planning. If you own a traditional IRA, 401(l), Simple IRA, 403(b), 457, or a brokerage account, you don’t want to miss this educational webinar!

Ready For The Next Step?
Start Your Investment Planning Discussion!