Financial Education Services

FINANCIAL EDUCATION SERVICES (FES) is a division of CAPVEST FINANCIAL GROUP.

Founded in 1996, FES offers financial life planning education seminars and short courses to individuals, civic groups, businesses, and non-profit organizations, and publishes newsletters and investment guides. The seminars and courses are designed to provide current and practical financial information and empower the participants to make better financial decisions. They are strictly generic in nature and no specific investment advice is given. Here is a sample list of our seminars:

• Selecting the Right Retirement Plan Distribution Option When Leaving Your Job.

• Investing in Stocks Without Using a Broker.

• Life Insurance Basics: Determining Your Need and Selecting the Right Policy.

• Tax-Deferred Annuities: How They Can Enhance Your Retirement Planning.

• Your Company Retirement Plan: Getting to Know its Key Features and Investment Options.

• College Funding: Which Investment Options Are Best for You?

• Selecting the Right Retirement Plan for Your Small Business and Non-Profit Organization.