Capital Street Financial Services, Inc.

CONNECT

Address:

85 7th Place East, Suite 275
St. Paul, MN 55101

Phone:

651-665-4300

Fax/Other:

651-665-0121

Anoka Hennepin ISD # 11 Financial Education

Anoka Hennepin ISD # 11, in conjunction with Capital Street Financial Services Inc., is offering unique seminars designed to help you achieve financial security.

Our goal is to provide innovative ideas to help you maximize the use of your employer provided benefits. We want to increase awareness of those issues that have the greatest potential impact on your financial security.

We have developed a unique curriculum that will address a wide variety of investment, insurance and estate planning topics.  

 

Five Basic Challenges

As the Baby Boomer population continues into retirement and through old age, there are five main financial challenges they will face. This presentation is specifically designed to identify these challenges and provide practical solutions.

This course will be offered on Tuesday, September 12th - 5:00 p.m. at Champlin Park High School.   

Click here to register.

 

Financial Planning Basics

This course will take a look at some general financial planning concerns. While there is no such thing as a “one-size-fits-all” financial plan, this overview should assist you in thinking about your own needs.

For more information about this seminar, please follow this link: Financial Planning Basics Video

This course will be offered on Tuesday, October 10th - 5:00 p.m. at Blaine High School.                    

Click here to register.

 

 

Investment Basics

This course will cover some fundamental investment concepts, review some of the investment options that are available to you, and consider some general investment strategies. 

For more information about this seminar, please follow this link: Investment Basics Video

This course will be offered on Tuesday, November 14th - 5:00 p.m. at ESC Building.  

Click here to register.

 

 

Social Security

This course is designed to help you better understand your Social Security benefit options and the significant impact this income source has on your retirement.

For more information about this seminar, please follow this link: Social Security Video

This course will be offered on Tuesday, December 5th - 5:00 p.m. at ESC Building.  

Click here to register.

 

 

Life Insurance

Is life insurance really necessary?  We will discuss the various types and forms of protection.  We will show you how to evaluate your own needs and maximize the effectiveness of your existing or prospective policies.

This course will be offered on Tuesday, January 9th - 5:00 p.m.  at ESC Building.     

Click here to register.

 

Retirement Basics

This course will discuss how you go about establishing a plan for retirement. If your retirement is a destination, your plan is a road map that will get you there. The course will also explain why it is important to start planning now.

For more information about this seminar, please follow this link: Retirement Basics Video

This course will be offered on Tuesday, January 30th - 5:00 p.m. at ESC Building.  

Click here to register.

 

Estate Planning Basics

We will take a look at some general estate planning concepts and strategies. While there is no such thing as a “one-size-fits-all” estate plan, this overview may assist you as you consider your own estate planning needs, and help you determine whether you might benefit from working with a professional.

For more information about this seminar, please follow this link: Estate Planning Basics Video

This course will be offered on Tuesday, February 20th - 5:00 p.m. at ESC Building.   

Click here to register.

 

 

Planning for Long-Term Care

Long-Term Care can be a substantial expense, especially for retirees on a fixed income budget. This seminar will provide an overview of various strategies to protect your assets, and discuss how to manage your savings in order to provide adequate income should you experience a Long-Term Care event.

For more information about this seminar, please follow this link: Planning for Long-Term Care Video

This course will be offered on Tuesday, March 20th - 5:00 p.m. at ESC Building.  

Click here to register.


 

Debt and Credit Card Management

We will help you understand the credit scoring system and ways to manage your credit score.  We will also discuss how to manage your debt, and key factors in creating a budget.

This course will be offered on Tuesday, April 10th - 5:00 p.m. at ESC Building.  

Click here to register.
 

Roth IRA Conversions

This seminar will review the impact future taxes can have on your savings and retirement income, as introduced in previous courses. The course will answer questions you might have about the process of converting qualified assets to Roth, and discuss potential strategies to mitigate the uncertainty of future tax rates.

For more information about this seminar, please follow this link:  Roth IRA Conversions Video

This course will be offered on Tuesday, May 8th - 5:00 p.m. at ESC Building.  

Click here to register.