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Capstone Financial Partners – Educational Series

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

  • Retirement Income Planning
  • Social Security Maximization
  • Risks to Avoid in Retirement
  • Market Updates
  • Wills vs. Trust Planning
  • College Education 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.


Click here for additional classes offered by the University of Richmond’s School of Professional & Continuing Studies


With any questions about registering or upcoming classes, please reach out to Peyton.

Peyton Morin

Client Service Representative

(804) 622-1732

Peyton@CapstoneAccess.com

As a client service representative to Marcel, Peyton is responsible for setting up and assisting with educational workshops, client relations, and paperwork processing. She enjoys getting to know our clients and helping them achieve their retirement goals.

Peyton is also a Physical Therapist and continues to practice in the home health setting in the community on a part time basis. In her spare time, Peyton enjoys spending time with her family and friends, traveling, and staying active.

Education

Doctor of Physical Therapy, Virginia Commonwealth University; Bachelor of Science in Health Sciences, James Madison University.