Instructor: Capstone Financial Partners

Biography: Lifelong Commitment to Education: Providing you with a financial education is paramount to what we do at Capstone Financial Partners. We want you to make informed investment decisions and offer a number of financial and retirement planning classes, workshops and continuing education courses. We also commit ourselves to the pursuit of lifelong education. The Capstone Financial Partners team includes two Masters of Education, a Masters of Business Administration, Chartered Life Underwriter (CLU�) Professional, Chartered Financial Consultant (ChFC�) Professional, Accredited Investment Fiduciary (AIF), Certification in Long Term Care and a Certified Fund Specialist (CFS�).

Classes by this instructor

Wealth Strategies and Financial Planning in Uncertain Times

Comprehensive retirement planning course for people age 45+. Covers such topics as the impact of recent tax law changes, getting the most out of Social Security, building a diversified retirement portfolio and ensuring you have enough money to last throughout retirement.
May 9-16, 2024, Special Programs Building, Classroom 156
Saturday, May 25, 2024, Special Programs Building, Classroom 156