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

MAPE Financial Education Program (Public Employees)

 

 

 

 

 

 



The Minnesota Association of Professional Employees, 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.
 

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 is being offered during the following times:

September 13, 2017 - Department of Education, Roseville - 12:00-1:00 p.m.  Register Here

September 26, 2017 - Golden Rule Building, St. Paul - 5:00-6:30 p.m.  Register Here

 

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, follow this link: Financial Planning Basics Video

This course is being offered during the following times:

October 18, 2017 - Andersen Building, St. Paul - 12:00-1:00 p.m.  COURSE IS FULL

October 24, 2017 - MAPE Offices, Shoreview - 5:30-7:00 p.m.  COURSE IS FULL

 

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, follow this link:  Investment Basics Video

This course is being offered during the following times:

November 8, 2017 - Department of Education, Roseville - 12:00-1:00 p.m.  COURSE IS FULL

November 28, 2017 - Golden Rule Building, St. Paul - 5:00-6:30 p.m.  Register Here

 

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, follow this link:  Social Security Video
 
This course is being offered during the following times:
 
December 6, 2017 - Andersen Building, St. Paul - 12:00-1:00 p.m.  Register Here
 
December 12, 2017 - MAPE Offices, Shoreview - 5:30-7:00 p.m.  Register Here

 

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 is being offered during the following times:

January 10, 2018 - Department of Education, Roseville - 12:00-1:00 p.m.  Register Here

January 23, 2018 - Golden Rule Building, St. Paul - 5:00-6:30 p.m.  Register Here

 
 
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, follow this link: Retirement Basics Video
 
This course is being offered during the following times:
 
February 7, 2018 - Andersen Building, St. Paul - 12:00-1:00 p.m.  Register Here
 
February 27, 2018 - MAPE Offices, Shoreview - 5:30-7:00 p.m.  Register Here
 
March 7, 2018 - RCTC Rochester - 12:00-1:00 p.m. Register Here
 
March 28, 2018 - 314 10th Ave S., Waite Park - 12:00-1:00 p.m.  Register Here
 
April 18, 2018 - 525 Lake Street, Duluth - 12:00-1:00 p.mRegister Here
 
 
 
Estate Planning Basics
 
This course will cover general estate planning concepts and strategies. While there is no such thing as a “one size fits all” estate plan, this overview will provide tools for you to evaluate your own estate planning needs.
 
For more information about this seminar, follow this link:  Estate Planning Basics Video
 
This course is being offered during the following times:
 
March 14, 2018 - Department of Education, Roseville - 12:00-1:00 p.m.  Register Here
 

March 27, 2018 - Golden Rule Building, St. Paul - 5:00-6:30 p.m.  Register Here

 
 
Planning for Long Term Care
 
This seminar will provide an overview of various strategies to protect your assets should you experience a Long Term Care event, and discuss how to manage your savings to provide adequate income and cover potential expenses.
 
For more information about this seminar, follow this link:  Planning for Long Term Care Video
 
This course is being offered during the following times:
 
April 11, 2018 - Andersen Building, St. Paul - 12:00-1:00 p.m.  Register Here
 
April 24, 2018 - MAPE Offices, Shoreview - 5:30-7:00 p.m.  Register Here

 

Identity Theft

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 the following dates:

May 9, 2018 - Department of Education, Roseville - 12:00-1:00 p.m.  Register Here
 

May 22, 2018 - Golden Rule Building, St. Paul - 5:00-6:30 p.m.  Register Here

 

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 explain the process of converting qualified assets to Roth to mitigate future tax rates.

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

This course will be offered during the following times:

June 7, 2018 - Andersen Building, St. Paul - 12:00-1:00 p.m.  Register Here
 
June 19, 2018 - MAPE Offices, Shoreview - 5:30-7:00 p.m.  Register Here

 

 



 

 
 
Capital Street Financial Services, Inc. has been selected by the leadership of MAPE, through a competitive bid process, to be the endorsed financial planning firm for its members.

Click here for Minnesota Association of Professional Employees (MAPE).