Retirement Planning Workshops in Austin, Texas
Attend an Event and
Inform Your Strategy
Great retirement decisions start with great information. Our events give you the chance to learn directly from our team, ask the questions on your mind and connect with others planning their next chapter.
Educational Events for Central Texas Retirees
Find an Event That Fits Your Next Chapter
Retirement Elevated
Dig into the strategies that matter most — from tax-efficient income to healthcare cost control and legacy planning — in a focused, educational setting. Retirement Elevated workshops are designed for anyone nearing or already in retirement.
Tax Tip Tuesdays
Available in February and March only, these timely sessions help you head into tax season with smart, actionable strategies for your retirement income. Tax Tip Tuesday workshops are designed for anyone nearing or already in retirement.
Client Appreciation Events
Relax with us at referral events, client appreciation parties, holiday open houses, Taste of Italy gatherings and summer luaus. These events are invitation-only and reserved for current CapStar clients.
Call us at 512.215.9030 to learn more and register for an upcoming event.
Educational Events for Central Texas Retirees
Find an Event That Fits Your Next Chapter
Register for upcoming events on common retirement planning matters.
We host educational workshops across the communities we serve on topics like Social Security, estate planning and other key pieces of the retirement puzzle. These events are opportunities to learn, ask questions and walk away with practical information you can use.
Frequently Asked Questions
Answers to commonly asked questions about our events.
Who can attend CapStar Financial Services, LLC’s events?
Our workshops are open to retirees and pre-retirees who want to learn more about tax-efficient retirement planning. Attendees may work with another advisor or may not have a current advisor. Our client appreciation events are reserved for our current clients and their guests.
If you’re curious about an upcoming workshop, call our office at 512.215.9030 to learn more and reserve a seat.
Is there a cost to attend a retirement workshop?
Our educational workshops are complimentary. We host them to share practical insights and help you make informed decisions about your retirement. Seating is limited, so please register in advance by calling our office at 512.215.9030.
I’m not ready to commit to attending an event. Is there another way for me to learn more about my retirement?
Absolutely. Check out our Financial Wise podcast for insights you can listen to during your work commute, from the comfort of your home or anywhere else you have streaming access.
Speak With a Financial Advisor
Bring Your Financial Picture Into Focus
You don’t have to navigate retirement planning alone. Request a complimentary, no-pressure conversation about your goals, questions and future today. We’ll help you see what’s possible and chart a clear, confident path to retirement.
