Retirement isn’t just about stepping away from work—it’s about making sure your wealth continues to work for you. Whether you're preparing to transition or are already retired, understanding how to shift from building wealth to managing and preserving it is key.
At Caplo Advisory, we believe financial planning should be simple, clear, and built around your life—not a rigid set of rules. Join us for a Lunch & Learn, where our Senior Advisor, JP Capistran, will break down real-world retirement strategies, so you can navigate this next phase of life with confidence.
Retirement Is a New Chapter—Make Sure You're Ready
Who Should Attend?

This free event is designed for real people with real goals—whether you’re retiring soon or are already retired, this Lunch & Learn will provide the knowledge and resources to optimize your financial future.
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Current and Future Clients
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Individuals 55+ Looking to Strengthen Their Retirement Plan
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Pre-Retirees Who Want a Clear and Actionable Strategy

What You'll Learn
PLAN
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Retirement Planning
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Social Security & Income
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Money Conversations
GROW
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Wealth Preservation
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Portfolio Management
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Income Needs vs Wants
LIVE
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Legacy & Estate Planning
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Implementing Goals
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Enjoying Life in Retirement