LUNCH & LEARN: Preparing You for Retirement

LUNCH & LEARN: Preparing You for Retirement
Topics We'll Cover:

• Retirement Planning
• Social Security & Income
• Wealth Preservation
• Portfolio Management
• Income Needs vs Wants
• Legacy & Estate Planning
• Goal Implemention
• Enjoying Life in Retirement
  Why it's Important:

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 already retired, understanding how to shift from building wealth to managing and preserving it is key.

About Us:
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 advisory JP will break down real-world retirement strategies, so you can navigate this next phase with confidence.

Don't miss out on this opportunity to learn from experts in the field and ask all your burning questions. Let's make sure your golden years are truly golden!

Host or Publisher Caplo Advisory