Education is vital to properly developing your retirement and investment plan.  We offer several educational opportunities throughout the year on a variety of topics, including but not limited to:

• Retirement Income Planning 
• Investment Planning Strategies
• How to Truly Diversify your Portfolio 
• Social Security Claiming Strategies
• Evaluate the Impact of Taxes on your Retirement Income 
• Risks to Avoid in Retirement
• Avoid Retirement Income Distribution Pitfalls
• Evaluate if a Roth Conversion is right for you
• Stock Market Updates
• Wills vs. Trust Estate Planning
  

We have partnered with the University of Richmond’s School of Professional & Continuing Studies to offer courses in their Personal Finance curriculum.  Please click below to register for upcoming classes.

Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.

Upcoming Spring Class Schedule for the Unversity of Richmond. 

Click on the Register button above to be directed to the University of Richmond's enrollment page.

Retirement Planning Strategies:

     This class is relevant if you are developing a retirement plan, nearing retirement, or recently retired. We will cover various retirement related risks to avoid and share ideas on how to help mitigate against them. Additionally, we will cover social security optimization, advances in long-term care planning, estate planning and investment portfolio construction.

Thursdays, 01/22/2026 & 01/29/2026, 6:00pm - 8:00pm

One-day Option: Saturday, 02/07/2026, 9:30am - 2:00pm

(Lunch will be provided on Saturday)

Wealth Strategies and Financial Planning:  

     This course provides a comprehensive look at creating a financial plan, estate plan and investment strategy. Attendees will learn about recent tax law changes, managing cash flow, optimizing social security, risk management and tactics for building an investment portfolio to accomplish their goals.

Thursdays, 02/12/2026 & 02/19/2026, 6:00pm - 8:00pm

One-day option: Saturday 02/28/2026, 9:30am - 2:00pm

(Lunch will be provided on Saturday)

Any questions about registering or upcoming classes, please reach out to Austin Offnick at Austin@CapstoneAccess.com or (804) 622-1730.