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What to Expect of Your Pension Retirement Plan?

Caplo Advisory is hosting an educational seminar on June 22nd to aid clients in turning their pensions into lifetime income.

Why You Should Know More?

At CAPLO Advisory, we understand your recent election kit may seem intimidating. With over 20 years of experience working with your retirement plan, we have the expertise to guide you through your pension options and help you make informed an decision.
We are committed to increasing your financial literacy and motivated to provide personalized guidance to help you align your financial objectives with your current opportunities. Our upcoming seminar will cover specific topics, such as tax implications, distribution options, and benefits related to recent changes.  

Medical Specialists

In this Webinar We Will Cover

Your Pension Plan is up for Special Election! 

 Like every election, it is important to get to know your options...

Special Election Window 

A Special Election period is triggered by the dissolution or termination of a retirement plan by your employer. You have a total of 60 days to decide what to do with your funds. CAPLO Advisory is a wealth management firm dedicated to financial education and sound retirement advice, we are here to help you make an informed decision.  

Time is Limited!

Professional Attending a Seminar

Sign Up For Our June Seminar Before Your Special Election Window Closes this Summer!

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