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About Us
Contact Us

Phone:

(518) 782-0209

(800) 688-1045

Fax:

(518) 782-5433

CAP COM Financial Services, LLC
4 Winners Circle
Albany, NY 12205
Schedule an Appointment
Log in to LPL Account View

About Us
Contact Us

Phone:

(518) 782-0209

(800) 688-1045

Fax:

(518) 782-5433

CAP COM Financial Services, LLC
4 Winners Circle
Albany, NY 12205
Schedule an Appointment
Log in to LPL Account View

Retirement Bound Workshop

Attend a Retirement Bound Workshop to learn about the five important steps you can take now on your journey toward the goal of a happy, secure retirement.

At these one-night workshops, we’ll help you consider:

Your prospects for retirement and timeframe
How much savings you’ll need to retire comfortably
How long your funds could last
Financial strains in retirement and how to prepare
The importance of an investment strategy

Also Included: Take home the Retirement Workbook, containing exercises to help you understand topics discussed during this session and chart your course.

Upcoming Workshops

Clifton Park-Halfmoon Library, 475 Moe Rd, from 6:30-8 p.m. Doors open at 6 p.m. and light refreshments will be available.

January 22, 2020

CAP COM Financial Center, 4 Winners Circle, from 6:30-8 p.m. Doors open at 6 p.m. and light refreshments will be available.

January 30, 2020
February 27, 2020
March 26, 2020

Can’t Make a Workshop?

Click here to schedule a complimentary appointment with a Financial Advisor to discuss your retirement plans.

Retirement Bound Workshop

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CAP COM Financial Services and CAP COM Investment Services - Securities offered through LPL Financial, Member FINRA/SIPC. Annuities offered through LPL Financial or its licensed affiliates. A Registered Investment Advisor, CAP COM Financial Services is a division of CAP COM Federal Credit Union. CAP COM Financial Services and CAP COM Federal Credit Union are not registered broker dealers and are not affiliated with LPL Financial. Financial planning, tax preparation and insurance services offered through CAP COM Financial Services, LLC, a Registered Investment Advisor. LPL Financial Representatives offer access to Trust Services through The Private Trust Company, N.A., an affiliate of LPL Financial.