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

Columbia Heights 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: Thursday, November 30, 2017 - 3:45-5:15 pm
Where: Columbia Heights Family Center
Door 2
The Community Room
1440 49th Avenue NE
Columbia Heights, MN 55421
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, December 5, 2017 - 5:00-6:30 pm
Where: Educational Service Center
Erling Rooms A/B
2727 N Ferry Street
Anoka, MN 55303
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: Wednesday, December 6, 2017 - 12:00-1:00 pm
Where: Andersen Building
Room 2380
540 Cedar Street
St. Paul, MN 55101
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, December 12, 2017 - 5:30-7:00 pm
Where: MAPE Offices
3460 Lexington Avenue N
Suite 300
Shoreview, MN 55126
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, December 14, 2017 - 5:00-6:30 pm
Where: 360 Colborne St
St Paul, MN 55102
Host: Daniel Rickett
Phone: 651-665-4300
 

Columbia Heights 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, January 4, 2018 - 3:45-5:15 pm
Where: Columbia Heights Family Center
Door 2
The Community Room
1440 49th Avenue NE
Columbia Heights, MN 55421
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, January 9, 2018 - 5:00-6:30 pm
Where: Educational Service Center
Room 112
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, January 10, 2018 - 12:00-1:00 pm
Where: Department of Education
Conference Center A, Room 1 & 2
1500 Highway 36 W
Roseville, MN 55113
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, January 18, 2018 - 5:00-6:30 pm
Where: 360 Colborne St
St Paul, MN 55102
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, January 23, 2018 - 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
 

Columbia Heights 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, January 25, 2018 - 3:45-5:15 pm
Where: Columbia Heights Family Center
Door 2
The Community Room
1440 49th Avenue NE
Columbia Heights, MN 55421
Host: Daniel Rickett
Phone: 651-665-4300
 

AH Financial Education - 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.

When: Tuesday, January 30, 2018 - 5:00-6:30 pm
Where: Educational Service Center
Erling C/D
2727 N Ferry Street
Anoka, MN 55303
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Wednesday, February 7, 2018 - 12:00-1:00 pm
Where: Andersen Building
Room 2360
540 Cedar Street
St. Paul, MN 55101
Host: Daniel Rickett
Phone: 651-665-4300
 

SPPS Financial Education - 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.

When: Thursday, February 8, 2018 - 5:00-6:30 pm
Where: 360 Colborne St
St Paul, MN 55102
Host: Daniel Rickett
Phone: 651-665-4300
 

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, February 20, 2018 - 5:00-6:30 pm
Where: Educational Service Center
Erling A/B
2727 N Ferry Street
Anoka, MN 55303
Host: Daniel Rickett
Phone: 651-665-4300
 

Columbia Heights Financial Education - 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.

When: Thursday, February 22, 2018 - 3:45-5:15 pm
Where: Columbia Heights Family Center
Door 2
The Community Room
1440 49th Avenue NE
Columbia Heights, MN 55421
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Tuesday, February 27, 2018 - 5:30-7:00 pm
Where: MAPE Offices
3460 Lexington Avenue N
Suite 300
Shoreview, MN 55126
Host: Daniel Rickett
Phone: 651-665-4300
 

Columbia Heights Financial Education - 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.

When: Thursday, March 1, 2018 - 3:45-5:15 pm
Where: Columbia Heights Family Center
Door 2
The Community Room
1440 49th Avenue NE
Columbia Heights, MN 55421
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Wednesday, March 7, 2018 - 12:00-1:00 pm
Where: Rochester Community and Technical College
851 30th Ave SE
Room ST108
Rochester, MN 55904

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, March 8, 2018 - 5:00-6:30 pm
Where: 360 Colborne St
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: Wednesday, March 14, 2018 - 12:00-1:00 pm
Where: Department of Education
Conference Center A, Room 1 & 2
1500 Highway 36 W
Roseville, MN 55113
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: Thursday, March 15, 2018 - 5:00-6:30 pm
Where: 360 Colborne St
St Paul, MN 55102
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, March 20, 2018 - 5:00-6:30 pm
Where: Educational Service Center
Erling C/D
2727 N Ferry Street
Anoka, MN 55303
Host: Daniel Rickett
Phone: 651-665-4300
 

Columbia Heights 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, March 22, 2018 - 3:45-5:15 pm
Where: Columbia Heights Family Center
Door 2
The Community Room
1440 49th Avenue NE
Columbia Heights, MN 55421
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, March 27, 2018 - 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 - 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.

When: Wednesday, March 28, 2018 - 12:00-1:00 pm
Where: Quarry Center
314 10th Ave S.
Room #200
Waite Park, MN, 56387.

Host: Daniel Rickett
Phone: 651-665-4300
 

AH Financial 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: Tuesday, April 10, 2018 - 5:00-6:30 pm
Where: Educational Service Center
Erling C/D
2727 N Ferry Street
Anoka, MN 55303
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, April 11, 2018 - 12:00-1:00 pm
Where: Andersen Building
Room 2360
540 Cedar Street
St. Paul, MN 55101
Host: Daniel Rickett
Phone: 651-665-4300
 

Columbia Heights 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: Thursday, April 12, 2018 - 3:45-5:15 pm
Where: Columbia Heights Family Center
Door 2
The Community Room
1440 49th Avenue NE
Columbia Heights, MN 55421
Host: Daniel Rickett
Phone: 651-665-4300
 

MAPE Financial Education - 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.

When: Wednesday, April 18, 2018 - 12:00-1:00 pm
Where: Paulucci Building
525 Lake Ave. S. Suite 400
Duluth, MN 55802
Host: Daniel Rickett
Phone: 651-665-4300
 

SPPS Financial 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, April 19, 2018 - 5:00-6:30 pm
Where: 360 Colborne St
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, April 24, 2018 - 5:30-7:00 pm
Where: MAPE Offices
3460 Lexington Avenue N
Suite 300
Shoreview, MN 55126
Host: Daniel Rickett
Phone: 651-665-4300
 

Columbia Heights Financial 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 3, 2018 - 3:45-5:15 pm
Where: Columbia Heights Family Center
Door 2
The Community Room
1440 49th Avenue NE
Columbia Heights, MN 55421
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, May 8, 2018 - 5:00-6:30 pm
Where: Educational Service Center
Erling C/D
2727 N Ferry Street
Anoka, MN 55303
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: Wednesday, May 9, 2018 - 12:00-1:00 pm
Where: Department of Education
Conference Center A, Room 1 & 2
1500 Highway 36 W
Roseville, MN 55113
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, May 17, 2018 - 5:00-6:30 pm
Where: 360 Colborne St
St Paul, MN 55102
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, May 22, 2018 - 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
 

Columbia Heights 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, May 24, 2018 - 3:45-5:15 pm
Where: Columbia Heights Family Center
Door 2
The Community Room
1440 49th Avenue NE
Columbia Heights, MN 55421
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: Thursday, June 7, 2018 - 12:00-1:00 pm
Where: Andersen Building
Room 2360
540 Cedar Street
St. Paul, MN 55101
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, June 19, 2018 - 5:30-7:00 pm
Where: MAPE Offices
3460 Lexington Avenue N
Suite 300
Shoreview, MN 55126
Host: Daniel Rickett
Phone: 651-665-4300