Events
Upcoming Events
May 15, 2024
1:15p - 2:00p
Zoom Webinar
Webinar: "The Perfect Storm for Retirement Planning"
We hope you can join us for this retirement webinar. It covers today’s risks in retirement and strategies to manage those risks.
Past Events
November 8, 2023
1:00p - 2:00p
Zoom Webinar
Webinar: Market Outlook with SIA
We strive to keep you regularly updated with important market changes and economic news. To help educate you on current market conditions, we are hosting a "Market Outlook" webinar with SIA. We hope you can join us virtually!
October 18, 2023
1:00p - 2:00p
Zoom Webinar
"Share Your Love" Webinar- The Importance of Estate Planning
Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. The Share Your Love webinar is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests.
May 18, 2023
1:00p - 2:00p
Webinar
"Breached"- Protect Yourself from Identity Theft
We hope you can join us for an important workshop on Identity Theft.
March 8, 2023
1:00p - 2:00p
Webinar
"Market Perspectives" Webinar
As a valued client of Capitol Financial Solutions, we invite you to join this exclusive Market Perspectives Webinar. Our guest speaker will be Heather Johnson from Goldman Sachs. We will cover topics such as an update on the global economy and viewpoints on inflation, interest rates, commodities, the global equity markets. We hope you can join!
December 1, 2022
5:00p - 7:00p
Capitol Financial Solutions (NEW Richmond Office)
Open House (Richmond, VA Office)
Please join us as we celebrate our new office! Cocktails & Heavy Hors d'oeuvres will be served.
October 5, 2022
1:00p - 2:00p
Zoom Webinar
"Guide to the Markets" Webinar
We strive to keep you regularly updated with important market changes and economic news. Please be assured that we are actively monitoring the market as well as your accounts. To help educate you on current market conditions, we are hosting a "Guide to the Markets" webinar. Our guest speaker is Andrew Hartman of JP Morgan Chase. We hope you can join us virtually!
July 26, 2022
5:00p - 6:00p
Zoom Webinar
Webinar 7/26: Share Your Love- Importance of Estate Planning
Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. The Share Your Love webinar is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests.
July 12, 2022
12:00p - 1:00p
Zoom Webinar
Webinar 7/12: Share Your Love- Importance of Estate Planning
Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. The Share Your Love webinar is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests.
June 3, 2022
11:30a - 2:00p
TPC Wakefield Plantation
Rex Hospital Open & Food Truck Client Appreciation Event
Join us at the 2022 Rex Hospital Open! The home of Robert Turner Hole #9, midway down the hole near the 250 yard marker, look for the Capitol Financial Solutions Banner.
June 1, 2022
1:00p - 2:00p
Zoom Webinar
Guide to Retirement Webinar
Planning for retirement can be overwhelming as individuals navigate various factors over which there are varying levels of control. There are factors that are out of their control, like market returns and the future of tax policy, legislative and regulatory reforms, and factors over which they have some control, like longevity and how long they work. We hope you can join us for the webinar!
May 11, 2022
6:00p - 8:00p
Independence Golf Club
Signature Investment Advisors 2022 Market Outlook: “Heartburn or Heart Attack?”
Join us as we discuss the known unknowns of how inflation, disease, and geopolitics will drive economic outlooks and create risks and opportunities for investments, and how to succeed in an arrhythmic market environment. Presented by Andrew Lin, Vice President of SIA and Investment Committee Member
March 15, 2022
1:00p - 2:00p
Webinar
Market Perspectives Webinar
As a valued client of Capitol Financial Solutions, we invite you to join this exclusive Market Perspectives Webinar. Our guest speaker will be Heather Johnson from Goldman Sachs. We will cover topics such as an update on the global economy and viewpoints on inflation, interest rates, commodities, the global equity markets. We hope you can join!
December 2, 2021
5:00p - 8:00p
Capitol Financial Solutions- Raleigh Office
Our Renovation is Complete!
Please join us as we celebrate our office renovation! Cocktails & Heavy Hors d'oeuvres will be served.
May 25, 2021
11:00a - 12:00p
Webinar- Link will be provided
Webinar For Financial Professionals- The Serious Shift: The Guru Experience
For Financial Professionals Only: Join T. Rowe Price and Capitol Financial Solutions in a Virtual Thought Leadership Event featuring Dennis Moseley- Williams.
May 20, 2021
12:00p - 1:00p
Webinar- Link will be provided
Cybersecurity in a Digital and Interconnected World
In an increasingly interconnected world, online activities can leave behind a “digital footprint” susceptible to hacking and data theft. From personal information voluntarily uploaded to a website, to extensive tracking of online behaviors and preferences, this footprint potentially exposes users to significant risks.
February 24, 2021
12:00p - 1:00p
Zoom Webinar- Link will be provided once you register
Market Update & Outlook with JP Morgan
You are invited to join us to hear insights on today's most critical economic and investment topics from Nick Johnson, Client Advisor, J.P. Morgan.
September 16, 2020
2:00p - 3:00p
Webinar- Link will be provided
SIA- Market Outlook
Deron McCoy, Chief Investment Officer of SIA will discuss the current investment landscape amidst a persistent global pandemic in COVID-19 and how SIA is managing and navigating portfolios through this unprecedented environment.
August 20, 2020
11:00a - 12:00p
Zoom Webinar- Link will be provided
"2020 US Presidential Election - 10 Truths No Matter Who Wins" Webinar
Coronavirus has upended the traditional cadence of an American presidential election year. Instead of endless focus on the presumptive candidates Joe Biden and President Trump, the news cycle has been largely dominated by talk of epidemiological curves and economic distress. However, 2020 is still an election year and the campaigns will go on. While the election will have a momentous impact on the country, we caution investors from drawing too many links from election results to the world of investing.
May 28, 2020
9:00a - 10:00a
Webinar
Guide to the Markets
GUIDE TO THE MARKETS Presented by: Joshua Rutigliano of JP Morgan and Eric Brown of Equitable With ongoing market volatility related to the COVID-19 pandemic, we thought it would be helpful to host "Guide to the Market" webinar for our valued clients.
February 20, 2020
9:00a - 10:30p
Capitol Financial Solutions- Raleigh Office
September 12, 2019
12:00p - 1:30p
Zinicola's Italian Restaurant