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Text Content

 * Home
 * About
 * Topics
 * FAQs
 * Details
 * Call Us

More info and reservation More info and reservation

 * Home
 * About
 * Topics
 * FAQs
 * Details
 * Call Us

More info and reservation More info and reservation

 * Home
 * About
 * Topics
 * FAQs
 * Details
 * Call Us


Warwick Public Library
11 September
2024


SOCIAL
SECURITY WORKSHOP

More info and reservation More info and reservation
2 Charles 3rd floor
18 September
2024


SOCIAL
SECURITY WORKSHOP

More info and reservation More info and reservation
Warwick Public Library
11 September
2024


SOCIAL
SECURITY WORKSHOP

More info and reservation More info and reservation
2 Charles 3rd floor
18 September
2024


SOCIAL
SECURITY WORKSHOP

More info and reservation More info and reservation
Warwick Public Library
11 September
2024


SOCIAL
SECURITY WORKSHOP

More info and reservation More info and reservation
2 Charles 3rd floor
18 September
2024


SOCIAL
SECURITY WORKSHOP

More info and reservation More info and reservation


About This Workshop


UNLOCK THE SECRETS TO MAXIMIZING YOUR SOCIAL SECURITY BENEFITS


Join us for an insightful and FREE workshop on Social Security planning. Whether
you’re approaching retirement or simply looking to optimize your benefits, this
event is for you.

Reserve your Spot Reserve your Spot


WHO IS LEADING THE WORKSHOP?

MARCO CAPALDI — LICENSED INSURANCE PROFESSIONAL

Marco Capaldi is a financial representative with over 20 years experience in the
financial services and insurance industries. He is a father of two girls and
married to a public servant in the town of Warren, RI.

Marco began working in financial services in 1996 after obtaining a business
admin degree with a minor in Finance from Roger Williams University. Marco
opened Bellevue Investment Group in Newport, RI, a successful boutique
investment firm in Newport, RI. In 2003. After close to 10 successful years the
practice sold to one of the largest financial planning firms in Boston, MA From
2014-2016 Marco started a voluntary benefits student loan firm called Student
Debt America that was bought in a private equity deal by venture capital. From
2016-2020 Marco gave his time to wounded veterans helping them improve their
finances and start-up businesses. He is still active today in his spare time in
making life easier for our veterans through his work with Veterans, Inc., The
Vet. Center in Warwick grants throughout New England for federal government
agencies like the CFPB and the SBA.
read more


TOPICS WE WILL DISCUSS




The impact of Biden's new Social Security laws on your retirement strategy.

When is the best time to start claiming Social Security?

What to consider if you’re still working or planning to work part-time.

Strategies if you’re divorced or widowed.

Maximizing your Social Security benefits and reducing taxes.

Understanding your full retirement age and its significance.
Reserve your spot Reserve your spot



BONUS INSIGHTS

ECONOMIC UPDATES AND THEIR POTENTIAL EFFECTS ON YOUR RETIREMENT



WAYS TO BRIDGE THE GAP BETWEEN SOCIAL SECURITY AND YOUR DESIRED RETIREMENT
INCOME



TIPS FOR POTENTIALLY REDUCING TAXATION ON SOCIAL SECURITY.




FREQUENTLY ASKED QUESTIONS




 * 
   Who is leading the workshop?
   
   Marco Capaldi is a financial representative with over 20 years experience in
   the financial services and insurance industries.

 * 
   Will I be pitched or sold anything?
   
   No, this is an educational workshop with no pressure or sales agenda.

 * 
   Will investments or investment products be discussed?
   
   No, our focus is purely on Social Security planning. There will be no
   investment pitches.

 * 
   Is there a cost to attend?
   
   No, this workshop is completely free.

 * 
   Is this workshop affiliated with the Social Security Administration?
   
   No, Marco Capaldi is not affiliated with the Social Security Administration
   or any government agency.
   
   
 * 
   Will refreshments be served?
   
   Yes, light refreshments will be available.

 * 
   Do I need to bring anything?
   
   Just yourself! We will provide pen and paper for note-taking.


WORKSHOPS DETAILS

September
4th 2024
 * Time5:30 PM - 7:00 PM
 * LocationNewport Innovation Hub
 * Address513 Broadway, Newport, RI 02840

ENDED ENDED
Overflow parking available at the church next door
September
11th 2024
 * Time5:30 PM - 7:00 PM
 * LocationWarwick Public Library, Central Library
 * Address600 Sandy Lane, Warwick, RI 02889

Reserve your spot Reserve your spot

September
18th 2024
 * Time5:30 PM - 7:00 PM
 * Location2 Charles 3rd floor
 * AddressProvidence, RI 02903

Reserve your spot Reserve your spot

Got any questions?


FEEL FREE TO CALL US




PHONE (401) 206 4446