Events

Open House (Richmond, VA Office)

Please join us as we celebrate our new office! Cocktails & Heavy Hors d'oeuvres will be served.

"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!

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.

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.

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.

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!

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

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!

Our Renovation is Complete!

Please join us as we celebrate our office renovation! Cocktails & Heavy Hors d'oeuvres will be served.

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.

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.

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.

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.

"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. 

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.

Estate Planning: Organizing Your Final Wishes

Retirement Income Planning Workshop and CE