Seminars & Workshops

        

 

 

              

 

Check Event Calendar for latest seminars and
workshops in your area.

 

 

                 

 

Our Seminars will help you...

 

Determine whether you will be comfortable at
    retirement – or will you have a "gap" or shortfall in retirement income.

 

If your calculations show a shortfall, then finding solutions that best fit your situation.

 

How to be an informed consumer about Long Term Care insurance...health
    issues...Medicare, etc.

 

With our seminars, the style is informal and conversational.  We use a lot of humor and even award door prizes. There is usually an opportunity to discuss private matters outside of the group session if you wish to.

 

Because most people worry if they will have sufficient money in retirement, ensuring finances are planned thoroughly is dealt with comprehensively.  There is, however, a lot more to consider than where to save or invest with little or no risk.  We look at taxes and how to protect savings against the effects of inflation.

 

              

 

 

 

                     

 

 

Our workshops show the public step-by-step how to build
a portfolio.  The emphasis is on investing for the future,
assessing current risks and to educate the public. 

 

These workshops are  conducted through out the year

to help citizens understand the financial planning process

and make better financial decisions.  In addition, this

workshop is developed to help seniors become better

informed on how to preserve their assets and finances.

 

Attendees will get solutions-oriented guidance in a hands-on workshop environment. Time for questions and answers is allotted throughout the session.

 

Richard D. Peterson, President of Capital Financial Group will be hosting these workshops. 

For more information concerning the Seminars or Workshops please feel free to contact our office.

 

                                                      

Over the years, we have seen an increase in the need for professional speakers in the insurance and financial services area.

By working closely within this arena, we have become fluent in the issues and trends surrounding the insurance and finance industries.  This is a crucial element that helps us strategically work with you to define your exact needs in a speaker.

Unfortunately, planning for financial needs and goals isn’t becoming any easier. If anything, the task is getting harder and more complex. Today, there are more places to put your money, more people to take it, more economic and market uncertainties, and more financial decisions to be made.

Richard D. Peterson, CSA, RFP would be happy to speak at your event.  He can address numerous topics to fit your schedule, audience and time frame.  Fees vary upon events and circumstances.   Please contact Capital Financial Group for further information. 

 

 

 

 

 

 

     Capital Financial Group
     231 Springside Drive Suite 155
         Akron, OH 44333
     330-668-6991 or 800-630-6991