Capital Street Financial Services, Inc.

CONNECT

Address:

85 East 7th Place, 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 cirriculum that will address a wide variety of investment, insurance and estate planning topics.  These courses will take place at 5:00pm in the Erling Johnson room A/B at the Education Building located at 2727 N Ferry St., Anoka, MN 55303

Retirement Basics

In this presentation we’re going to discuss how you go about establishing a plan for retirement. It may help if you think of retirement as a destination, and your plan as a road map that will get you there. In constructing the road map, we’ll talk about why it’s so important that you start planning now.

This course will be offered on Tuesday, February 28th - 5:00pm   click here to register.

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

Estate Planning Basics
In this presentation, we’ll take a look at some general estate planning concepts and strategies. While there’s 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.

This course will be offered on Tuesday, March 21st - 5:00pm   click here to register.

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

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.

This course will be offered on Tuesday, April 4th - 5:00pm   click here to register.

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

Identity Protection

A specialist will discuss important things to consider as technology continues to play a greater role in our everyday lives, including ways to guard your personal information and protect yourself from the threat of identity theft.

This course will be offered on Tuesday, April 18th - 5:00pm  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.

This course will be offered on Tuesday, May 2nd - 5:00pm   click here to register.

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