Educational Workshops

Resources to give you the confidence to make your own financial decisions

Income Allocation Workshop

Your retirement portfolio will always be at risk, but do you understand what those risks are? In this workshop, we'll go over how longevity risk and sequence risk affect your retirement portfolio.

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Retirement Protection

Rethink Retirement

In this course, we'll go over what it means to build a well-rounded portfolio. This includes: determining your budget, what are available tools, defining and understanding risk management, and finishing with basic estate planning.

Social Security and Secure Act

In this course you will learn more about how the political environment and policies affect your Social Security. We also dive into what the Secure Act is and how it affects you. 

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Ron Courser & Associates are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

 

Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker-dealer services.  Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. 

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