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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.

  • Current and Future Clients

  • Individuals 55+ Looking to Strengthen Their Retirement Plan

  • Pre-Retirees Who Want a Clear and Actionable Strategy

📩 Save Your Spot Today

LUNCH & LEARN

Preparing You for Retirement

February 25, 2025

FREE EVENT
Time: 11:30 am - 1:00 pm
Location: The Square, 717 Texas Ave, Suite 1200, Houston, TX

What You'll Learn

PLAN

  • Retirement Planning

  • Social Security & Income

  • Money Conversations 

GROW

  • Wealth Preservation

  • Portfolio Management 

  • Income Needs vs Wants

LIVE

  • Legacy & Estate Planning 

  • Implementing Goals

  • Enjoying Life in Retirement

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