Educational Opportunities

Retirement Planning Workshops and Seminars

At Capstone Financial Partners, we believe that informed investors are the most successful investors. That’s why we offer a series of workshops and seminars dedicated to educating individuals, small business owners and corporate clients on basic and more advanced retirement planning concepts and strategies. Whether you are a business owner wanting to learn more about how a 401(k) plan can help you attract and protect top talent or an individual nearing retirement age and wondering how to make your life’s savings last, we offer workshops and seminars designed to give you the knowledge and confidence you need to put your money to work with discipline and direction.

A Personal Finance Education at a Higher Level

David Koren, MBA, CLU, ChFC, teaches courses on retirement planning at University of Richmond School of Professional & Continuing Studies. David’s goal in the classroom is to break down abstract retirement planning concepts with clear and concise language, engaging students in meaningful discussion around strategies and behaviors that can be adopted before and after retirement to help them achieve and maintain an active, fulfilling and financially secure lifestyle.

Rejuvenate Your Retirement – offered through the University of Richmond School of Professional & Continuing Studies

This course provides retirees with easy-to-understand information on important lifestyle and financial issues often faced during retirement. This comprehensive course will help attendees plan fun and fulfilling activities to stay mentally, physically and socially active; calculate IRS-required minimum distributions from retirement plans; examine how investment returns are taxed; and plan for health care, long-term care, incapacity and end-of-life decisions. The course fee is $40 and includes two three-hour retirement planning sessions.

Coming Fall 2017
Dates TBD

Passport to Retirement – offered through the University of Richmond School of Professional & Continuing Studies

This comprehensive, interactive course will benefit you if you are interested in getting the most out of your retirement. Attendees will learn how to create a plan to retire early, use the new tax laws to their advantage, ask the right questions when evaluating insurance coverage, select the retirement plan distribution choice that is right for them, use investment strategies to minimize risks and maximize returns and plan retirement income strategies to preserve their standard of living. The course fee is $50 and includes two three-hour retirement planning sessions.

May 11, 2017 through May 18, 2017
6:30 – 9:30 p.m.
CRN: PSRET217.01

May 16, 2017 through May 23, 2017
6:30 – 9:30 p.m.
CRN: PSRET217.02

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), which is an affiliate of Kestra IS. Capstone Financial Partners is a member of Fusion Advisor Network, a platform of Kestra IS. Kestra IS and Kestra AS are not affiliated with Capstone Financial Partners nor any other entities listed on this site. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered representatives of Kestra IS and investment advisor representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 737-443-2582.

Any web site links referenced on this site are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
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