In mid-June, Corner Post Financial Planning sent two representatives to the Investment Centers of America regional conference in Las Vegas. Corner Post owner John R. Berry and Marketing Director Beth Henary Watson spoke as invited panelists about the firm’s efforts to provide financial education in the communities it serves.
Highlighted were Corner Post’s financial education series with Titan Bank in Mineral Wells, as well as classes the firm has conducted with Graham Savings and Loan.
“It was a great chance to brag on some of our local partners,” Berry noted. “We received a lot of positive feedback and have fielded numerous inquiries about developing financial education partnerships within other communities.”
A certified financial planner professional, Berry has owned and operated Mineral Wells-based Corner Post Financial Planning since 2006. He has nearly 20 years of experience in the financial services industry, including positions at Curian Capital and AIM Investments. The company opened an office in Graham last fall.
Corner Post’s next scheduled educational workshop is its Mid-Year Market Update and Summer Gathering, set for 5:30 p.m. Thursday, July 24, at Titan Bank in Mineral Wells. Workshops on Social Security in Graham and Breckenridge will follow in September.