Finding Financial Success Event

Reserve your spot now!

Are you prepared for the critical new challenges and resulting opportunities?

Ways to create fixed income strategies to help protect your investments from market declines

Learn how IRA funds may be leveraged to help pay for a potential long term care event

Moved to Arizona from out of state or your spouse is not involved in the financial affairs?

Understand the importance of a local professional team to help guide you through life’s event

Event Details:

El Conquistador Tucson - Rincon Room
10000 N. Oracle Rd. | Tucson, AZ 85704

Thursday, February 20th
6:00 p.m.


Light refreshments will be served.

Limited spots remaining!

Register Now!

Ready to learn how you can feel more confident about the days ahead?


10371 N. Oracle Road, Suite 1-203
Oro Valley, AZ 85737
520.318.5505 |

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

This seminar and insurance sales presentation is designed to provide information on the subjects covered, it is not designed to provide advice for an individual's situation. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from a qualified professional regarding their personal situation.

Nate Barnhart offers investment advisory services through AE Wealth Management, LLC (AEWM). AEWM and Cornerstone Wealth Management are not affiliated companies. William Andrew Smith offers investment advisory services through Smith & Cox. AEWM and Smith & Cox are not affiliated companies. 520240

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 879941