top of page

Meeting of the Minds Event - Oct 12, 2023 at The Heights Social

Updated: Nov 13

We are bringing together a diverse panel of accomplished entrepreneurs and small business owners, each with a unique success story to share. At the core of this event is a commitment to revealing the secrets of financial freedom. Attendees can expect to gain invaluable insights into effective business planning and will be given practical guidance to enhance their money management skills. Caplo Advisory understands that it's not just about making money; it's about managing it wisely, and we are dedicated to showing attendees how to do just that.

This seminar promises to be a game-changer, where attendees will not only learn from experts but also be inspired by real-life success stories. Our firm is taking a holistic approach, acknowledging that financial success is not only about the numbers but also about the mindset and strategies behind them. You can expect to learn more about:

  • The importance of community

  • Value of financial resources

  • Guidance on minimizing financial stress

  • Advice on business structure and compliance

  • How to overcome industry challenges

Our panelists are individuals who have had challenges and obstacles along the way that shaped the path to triumph. We believe in keeping it real. Business is not always smooth, but there are strategies that can help mitigate the impact. Our speakers are here to share their stories.

  • John Paul Capistran, CEO of Caplo Advisory

  • Yvonne Canto, CEO of Canto Home Investors

  • Sergio Selvera, Partner of RodgersSelvera PLLC

  • Jessenia Velazquez, CEO of SAS Tax & Multi Services

If you're an entrepreneur or small business owner looking to elevate your business practices and increase your bottom line, this event is a must-attend. Caplo Advisory's unique approach ensures that you'll leave with not only a better understanding of finance but also the motivation and tools to seize tomorrow. Don't miss this opportunity to unlock your financial potential and take your business to new heights.

8 views0 comments
bottom of page