Capital Squared Financial

EVENTS

Our foremost commitment is to financial education. We regularly host captivating events covering a wide range of topics, including Retirement Planning, Social Security, Tax Minimization Strategies, Market Updates and Investment Ideas. Additionally, we collaborate with leading experts to offer educational events on related subjects. Be sure to visit this page regularly to stay informed about our upcoming events, and to watch our recent past event recordings!

UPCOMING EVENTS

Chevy Chase at Home: Is Moving to a retirement community right for you?

Wednesday, May 20th, 12:00pm ET (Zoom Event)

Are you considering a transition to a continuing care retirement community (CCRC) at some point in the future?

It’s a significant life decision and one that can feel both exciting and overwhelming.

Whether you’ve already begun visiting communities or the idea is simply in the back of your mind, having clear, reliable information can make the process far less daunting.

In this webinar event, we will explore why many older adults consider transitioning to a CCRC and what distinguishes the various types of communities available.

I will also demystify the financial side of the decision, including the differences between buy-in and rental models and the key factors to weigh when evaluating costs.

It will be hosted on Zoom by Chevy Chase at Home, on Wednesday, May 20th at 12:00pm ET.

Save your seat today for the event HERE.

PAST EVENTS

Bitcoin in the Modern Portfolio

Tuesday, March 24th, 6.30pm - 8.00pm

For DC area bitcoin-curious, skeptical, or long-term holders, this discussion moderated by the non-profit Bitcoin District Initiative, is designed for an investment and retirement planning audience.

Bitcoin is currently down roughly 50% from its recent cycle high. Periods like this are often when thoughtful evaluation makes the most sense. Not from a FOMO mindset, but from a disciplined portfolio construction perspective.

Historically, measured allocations to bitcoin have improved risk-adjusted returns in diversified portfolios. That does not mean it belongs in every portfolio, or at every size. But the data is worth examining carefully.

In this session, we covered:

The basics: what bitcoin is and what it is not
Historical portfolio impact from adding bitcoin,
Volatility: how extreme is it really, and how should retirees think about it?
Correlation: when does it diversify, and when does it behave like risk-on tech?
Position sizing: what has been optimal historically?
Rebalancing: how discipline can materially impact outcomes
Where (if anywhere) bitcoin fits inside a retirement plan

This was not a promotional event. It was a clear-eyed, data-driven discussion about portfolio construction, risk management, and long-term planning with two experienced investment advisors.

[VIRTUAL] Home Transitions in Retirement: What You Need to Know Before You Move

Wednesday, March 4, at 12:00 p.m. (EST)

Alex Seleznev of Capital Squared Financial and Jan Brito of Compass hosted this webinar that included a real estate market update and focused on helping retirees and pre-retirees think through important housing decisions later in life.

The discussion covered the real costs of selling a home and explored when renting in retirement might make sense.

We also reviewed how future healthcare or accessibility needs should factor into housing choices.

Last but certainly not least, we discussed how different retirement community models, including CCRCs and their “buy-in” structures, should be evaluated.

We shared many real examples of how our clients made similar decisions. The webinar recording is full of practical ideas for you to consider. Check it out!

Key Takeaways from Alex

1.) Make sure you fully understand the costs and tax implications of selling your home. Failing to do so can result in a big headache at tax time!

2.) Renting in retirement, even though not the most common choice, can give you a lot of flexibility early in your retirement.

3.) If you truly decide to age in place, make sure you fully understand the financial and “hidden” costs of such a decision.

Key Takeaways From Jan

1.) Always consult a financial advisor before making plans to move, whether to a senior community or a smaller residence.

2.) Prior to making any improvements to your home in preparation for a sale, consult a realtor to be sure you are strategic and cognizant of the potential return on your investment. It's not uncommon to engage with a Realtor 1–2 years in advance of your move so that you have an advocate and advisor.

3.) In terms of the solvency of CCRCs, there are approximately 2,000 of them across the US. The number that have actually failed and gone bankrupt is about 1%. So it's not a common occurrence. But when touring communities, ask for their "disclosures" and check their bond ratings with the help of your financial advisor.

CLICK HERE TO VIEW AND DOWNLOAD THE SLIDES

[VIRTUAL] Market Outlook: What Could Break the Markets in 2026?

Wednesday, January 28, at 12:00 p.m. (EST)

After a massive three-year rally, the markets have reached a critical “crossroads.”

With the market currently valued 65% higher than its historical average, there are two looming questions.

What could potentially break the momentum and where future gains might come from?

In Part 1, Alex walks through historical bull markets and how the past three years compare.

He also covers potential sources of market turbulence in 2026 and provides practical suggestions for investors to take advantage of what the year has in store for us.

In Part 2, Asi catches us up on the state of the markets and gives us further investment strategies to consider for the year ahead.

Key Takeaways for 2026

1.) The next market shock is just around the corner.

2.) You need to resist the urge to make emotional changes to your portfolio, even when it can be challenging for you to do so.

3.) To be successful, consider “calmer” markets as the time to prepare and market turbulence as an opportunity.

4.) Pro-growth policies in the U.S. may boost corporate earnings in 2026, but inflation and rising bond yields could create risks markets may be underestimating.

5.) Global tensions may be shifting long-term, creating risks many investors have not experienced before.

6.) Staying diversified and flexible is important as market volatility is likely to continue and is difficult to predict.

CLICK HERE TO VIEW AND DOWNLOAD THE SLIDES

[VIRTUAL] 2025 Year-End Playbook: Smart Planning & Investing Moves

Wednesday, November 12 at 12:00 p.m. (EST)

What a year it’s been… from market surprises to shifting economic trends, 2025 has kept everyone on their toes.

So what comes next and how can you position yourself for success in the year ahead?

In this webinar, Alex Seleznev, MBA, CFP®, CFA, and Asi De Silva, CFA will share their top year-end financial planning, tax and investment strategies to help you make the most of 2025.

You will leave with clear, actionable insights to help you make smarter financial decisions before year-end.

CLICK HERE TO VIEW AND DOWNLOAD THE SLIDES

[VIRTUAL] THREE COSTLY RETIREMENT AND ESTATE PLANNING MISTAKES

Thursday, October 23 at 12:00 p.m. (EST)

Planning for the next chapter of your life isn’t just about building your nest egg, it’s about protecting it.

A well-crafted retirement and estate plan can make the difference between a smooth transition and a stressful one.

Yet even the most thoughtful plans can go off track due to a few common and easily avoidable mistakes.

Presenters Alex S. Seleznev, MBA, CFP®, CFA of Capital Squared Financial and Megan Campbell of Willow Legal Group discuss the Top Three Costly Retirement and Estate Planning Mistakes and How to Fix Them.

You’ll learn practical strategies to strengthen your retirement and estate plans and hear real-world examples.

CLICK HERE TO VIEW AND DOWNLOAD THE SLIDES

[VIRTUAL] Beyond the Panic: Investing with Clarity After Liberation Day

Tuesday, July 22 at 12:00 p.m. (EST)

Let’s be honest, the second quarter of the year was tough for many investors.

If you weren’t sure about what to do with your investments, you weren’t alone.

Investing when the market is turbulent isn’t easy and we want to congratulate those who made the most of the market in April.

The quarter had some historic lows but ended with a quick recovery.

So, what’s next?

Check out a practical discussion about the markets in our most recent webinar recording, called “Beyond the Panic: Investing with Clarity After Liberation Day.”

We’ll update you on the markets, share our thoughts on important events coming up in the second half of the year and talk about some smart ways to think about your investments.

You don’t want to miss it!

CLICK HERE TO VIEW AND DOWNLOAD THE SLIDES

Kiplinger personal finance: Annual yieldfest article

Alex Seleznev, MBA, CFP®, CFA was interviewed for the fourth time for the Kiplinger Annual YieldFest article that seeks to identify the best income-oriented investment options.

Income-oriented investments are a cornerstone of Capital Squared’s signature Fortress Financial Plan approach.

We pay particular attention to this side of investing because it can be especially beneficial during periods of market turbulence.

Here is the LINK to the full article.

[VIRTUAL] opportunity within chaos

Wednesday, April 16, at 12:00 p.m. (EST)

When markets get rough, smart investors can find new ways to grow their wealth. But first, you need to protect what you have. Defense is key before taking calculated risks.

What Makes This Market Downturn Different?
⤷ Understand why this time might not be like past crises

How to Invest Wisely During Uncertainty
⤷ Discover where to put your money safely during market ups and downs

How Global Politics Affect Your Investments
⤷ Learn how geopolitical changes can impact your portfolio

We share practical insights to help you safeguard and grow your wealth, explained in clear and simple terms without the jargon.

CLICK HERE TO VIEW AND DOWNLOAD THE SLIDES

[part 3] chevy chase at home: 5 steps to bulletproof your finances

In the third part of the seminar, we discussed Capital Squared's approach to creating a Fortress Financial Plan.

✅Key issues addressed by the Fortress Financial Plan
✅Who would benefit from this approach (example)
✅Five lines of defense to protect your financial future

Our approach helps you feel confident about your finances and sleep well at night knowing your future is secure.

[part 2] chevy chase at home: stay in your home or move to a retirement community?

In the second part of the seminar, we discussed how to decide whether to stay in your home or move to a retirement community.

✅Issues with staying at home as long as possible
✅Costs of aging in your house
✅Selecting between rental and buy-in options for retirement communities

We also included some examples to help you understand how some of our clients made these important decisions.

[part 1] chevy chase at home: estate planning and tax-efficient gifting

In the first part of the seminar, we covered the following important topics:

✅Essential estate planning documents
✅When to revisit your estate plan
✅Biggest estate planning mistakes to avoid
✅Cash vs. appreciated stock gifts
✅Tax benefits of Qualified Charitable Distributions (QCDs)
✅How Donor Advised Funds (DAFs) can maximize your giving

All in plain English and easy to understand. We hope you learn something new!