Education is vital to properly developing your retirement plan.  We offer several educational opportunities throughout the year on a variety of topics, including but not limited to:

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

We have partnered with the University of Richmond’s School of Professional & Continuing Studies to offer courses in their Personal Finance curriculum.  Please click below to register for upcoming classes.

Click here for additional classes offered by the University of Richmond’s School of Professional & Continuing Studies.

Upcoming Class Schedule for the Unversity of Richmond. 

Investing and Financial Planning in a Changing World

Thursday, May 11th and Thursday, May 18th  6:00 pm-8:30 pm

Tuesday, May 16th and Tuesday, May 23rd   6:00 pm-8:30 pm

Saturday, May 20th  9:30-2:00 pm - Lunch will be provided 

The Changing World of Retirement Planning

Thursday, June 8th and Thursday, June 15th  6:00 pm - 8:30 pm

Tuesday, June 13th and Tuesday, June 20th  6:00 pm - 8:30pm

Saturday, June 10th  9:30 am – 2:00 pm - Lunch will be provided

Any questions about registering or upcoming classes, please reach out to Marcel at Marcel@CapstoneAccess.com or (804) 622-1731