Broker Check
11 March
Beyond Benefits: Financial Planning for PwC Professionals

Description

Exclusive Educational Webinar for PwC Employees  

PwC professionals often face a unique financial landscape: complex compensation structures, high-income variability, advanced retirement benefits, and sophisticated tax considerations.

This complimentary webinar, designed specifically for PwC employees and partners, will be led by Managing Partner Brett Hina of Cornerstone Private Wealth. The session draws on our experience working with PwC professionals and our familiarity with planning frameworks supported by PwC Checkpoint®.

What We’ll Cover 

During this educational webinar, we’ll explore:

• Key financial planning considerations for PwC professionals
• How to approach investment decisions with greater structure
• Common planning blind spots for high-earning professionals
• Moving from accumulation to long-term financial confidence
• Aligning benefits, investments, and long-term goals
 

Why CPW

Cornerstone Private Wealth has experience working with PwC professionals across different career stages and understands the financial considerations that often come with the firm’s structure and benefit environment.

Our approach combines:

• Experience working with PwC professionals
• Familiarity with planning insights supported by PwC Checkpoint® resources
• An integrated investment and financial planning process
• Independent, fiduciary advice focused on your best interests 

Our goal is simple: to provide clear, practical guidance that fits the realities of your career and financial life. 

Who This Session Is For 

This webinar is designed for:

• PwC professionals at any career stage
• Employees evaluating benefits or compensation decisions
• High-earning professionals seeking greater financial clarity
• Those approaching major career or retirement transitions
 

Save Your Spot

Registration is complimentary, and space is limited. Reserve your seat using the button above. 

 

Date and Time

Wed, Mar 11, 2026

12:00p - 1:00p EST

Location

Virtual Event

PT1H

Event Registration

Will you be able to attend this event?