Workshops & Webinars

At Capital A Wealth Management, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

Upcoming Workshops

Check back soon for our upcoming workshops!

Check back soon for our upcoming workshops!

Upcoming Webinars

Prepare for Retirement with the Alpha Plan

This presentation walks you through our four-step process we follow to learn about your goals, then create a customized strategy that helps you achieve them.  We'll also discuss the five key areas of planning in which we focus.

Register

Medicare: Know Your Options

​​​​​​​This webinar provides an overview of information on ​​​​​​​eligibility requirements, coverage options, enrollment timelines, and associated costs. Attend this webinar to find out more about your health care coverage through Medicare, and the cost savings you have at hand by reviewing your drug coverage every year.​​​​​​​

Register

Taxes: How to Help Protect Yourself From a Potential Tax Storm

​​​​​​​​​​​​​This webinar provides an overview on current taxes, what a potential rise in taxes means for your retirement, and how to take advantage of today's tax rates. Attend this webinar to learn more about the importance of staying informed so you can effectively protect yourself from any potential tax-related challenges.

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Social Security: Strategies to Optimize Your Social Security Benefits

​​​​​​​This webinar provides an overview on Social Security. Attend this webinar to find out more information on the eligibility requirements, planning tips, and strategies to help maximize these benefits.

Register
COFE Member Seal
Council of Financial Educators (COFE) is a paid membership organization comprised of professionals of varying specialties. "COFE" is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses, and organizations through member professionals. The "COFE" logo and/or trademarks are property of their respective owners and no endorsement of Capital A Wealth Management or its representatives is stated or implied. Capital A’s investment adviser representatives offer informational workshops through COFE and pay annual membership fees to be part of COFE.

Get started in 4 easy steps:

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Using the Alpha Plan, we’ll examine your current financial situation and determine your retirement needs.

Receive a custom strategy to help you reach your unique retirement.

We’ll regularly review your strategy to help ensure it’s keeping you on track.

LET'S GET STARTED!