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

Seminars

AH Financial Education - Estate Planning Basics

We will 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.

When: Tuesday, January 15, 2019 - 5:00 - 6:30 pm
Where: Educational Service Center
Erling Room B
2727 N Ferry Street
Anoka, MN 55303
Host: Daniel Rickett
Phone: 651-665-4300
 

SPPS Financial Education - Estate Planning Basics

We will 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.

When: Thursday, January 17, 2019 - 5:00 - 6:30 pm
Where: 360 Colborne St
Room D
St Paul, MN 55102
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - Estate Planning Basics

We will 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.

When: Tuesday, January 22, 2019 - 5:00 - 6:30 pm
Where: Golden Rule Building
Room 295
85 E 7th Place
St. Paul, MN 55101
Host: Daniel Rickett
Phone: 651-665-4300
 

AH Financial Education - Planning 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.

When: Tuesday, January 29, 2019 - 5:00 - 6:30 pm
Where: Educational Service Center
Erling Rooms C/D
2727 N Ferry Street
Anoka, MN 55303
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - Estate Planning Basics

We will 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.

When: Wednesday, January 30, 2019 - 5:30 - 7:00 pm
Where: MAPE Offices
3460 Lexington Avenue N
Room B
Shoreview, MN 55126
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - Planning 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.

When: Wednesday, February 6, 2019 - 5:00 - 6:30 pm
Where: Golden Rule Building
Room 295
85 E 7th Place
St. Paul, MN 55101
Host: Daniel Rickett
Phone: 651-665-4300
 

AH Financial Education - 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.

When: Tuesday, February 12, 2019 - 5:00 - 6:30 pm
Where: Educational Service Center
Erling Rooms C/D
2727 N Ferry Street
Anoka, MN 55303
Host: Daniel Rickett
Phone: 651-665-4300
 

SPPS Financial Education - Planning 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.

When: Tuesday, February 19, 2019 - 5:00 - 6:30 pm
Where: 360 Colborne St
Cafeteria
St Paul, MN 55102
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - Planning 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.

When: Tuesday, February 26, 2019 - 5:30 - 7:00 pm
Where: MAPE Offices
3460 Lexington Avenue N
Room B
Shoreview, MN 55126
Host: Daniel Rickett
Phone: 651-665-4300
 

SPPS Financial Education - 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.

When: Thursday, March 7, 2019 - 5:00 - 6:30 pm
Where: 360 Colborne St
Room J
St Paul, MN 55102
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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. 

When: Wednesday, March 13, 2019 - 5:00 - 6:30 pm
Where: Golden Rule Building
85 East 7th Place, Suite 295
St. Paul, MN 55101

Host: Daniel Rickett
Phone: 651-665-4300
 

AH Financial Education - 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.

When: Tuesday, March 19, 2019 - 5:00 - 6:30 pm
Where: Educational Service Center
Erling Room A
2727 N Ferry Street
Anoka, MN 55303
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Wednesday, March 20, 2019 - 5:30 - 7:00pm
Where: MAPE Offices
3460 Lexington Avenue N
Room B
Shoreview, MN 55126
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Tuesday, March 26, 2019 - 5:00 - 6:30 pm
Where: Golden Rule Building
Room 295
85 E 7th Place
St. Paul, MN 55101
Host: Daniel Rickett
Phone: 651-665-4300
 

SPPS Financial Education - 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.

When: Thursday, March 28, 2019 - 5:00 - 6:30 pm
Where: 360 Colborne St
Room J
St Paul, MN 55102
Host: Daniel Rickett
Phone: 651-665-4300
 

AH Financial Education - 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.

When: Tuesday, April 9, 2019 - 5:00 - 6:30 pm
Where: Educational Service Center
Erling Room A
2727 N Ferry Street
Anoka, MN 55303
Host: Daniel Rickett
Phone: 651-665-4300
 

SPPS Financial Education - 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.

When: Thursday, April 11, 2019 - 5:00 - 6:30 pm
Where: 360 Colborne St
Room J
St Paul, MN 55102
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Tuesday, April 16, 2019 - 5:00 - 6:30 pm
Where: Golden Rule Building
Room 295
85 E 7th Place
St. Paul, MN 55101
Host: Daniel Rickett
Phone: 651-665-4300
 

SPPS Financial Education - Investment Basics

When: Tuesday, April 23, 2019 - 5:00 - 6:30 pm
Where: 360 Colborne St
Room F
St Paul, MN 55102
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Wednesday, April 24, 2019 - 5:30 - 7:00 pm
Where: MAPE Offices
3460 Lexington Avenue N
Room B
Shoreview, MN 55126
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Tuesday, May 7, 2019 - 5:30 - 7:00 pm
Where: MAPE Offices
3460 Lexington Avenue N
Room B
Shoreview, MN 55126
Host: Daniel Rickett
Phone: 651-665-4300
 

AH Financial Education - 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.

When: Tuesday, May 14, 2019 - 5:00 -6:30 pm
Where: Educational Service Center
Erling Rooms C/D
2727 N Ferry Street
Anoka, MN 55303
Host: Daniel Rickett
Phone: 651-665-4300
 

SPPS Education - Debt and Credit Card Mgmt.

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.

When: Thursday, May 16, 2019 - 5:00 - 6:30 pm
Where: 360 Colborne St
Room D
St Paul, MN 55102
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Tuesday, May 21, 2019 - 5:00 - 6:30 pm
Where: Golden Rule Building
Room 295
85 E 7th Place
St. Paul, MN 55101
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Tuesday, June 18, 2019 - 5:00 - 6:30 pm
Where: Golden Rule Building
Room 295
85 E 7th Place
St. Paul, MN 55101
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Tuesday, June 25, 2019 - 5:30 -7:00 pm
Where: MAPE Offices
3460 Lexington Avenue N
Room B
Shoreview, MN 55126
Host: Daniel Rickett
Phone: 651-665-4300