Capstone Financial Partners – Educational Series

We host a variety of educational workshops on the following topics:

  • Retirement Income Planning
  • Social Security Maximization
  • Risk to Avoid in Retirement
  • Market Updates
  • Wills vs. Trust Planning
  • College Education Planning
  • Charitable Giving

Please reach out to us if there are any events you would like to learn more about.  Please email Peyton at Peyton@CapstoneAccess.com or call her directly at 804-622-1732.

 

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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