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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.

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.
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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.
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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.

  • Who can attend the cake party?

    The celebration is for you and a few of your work buddies—ideal for gathering friends to share this special moment!

Workshops Details

September
4th 2024
  • Time5:30 PM - 7:00 PM
  • LocationNewport Innovation Hub
  • Address513 Broadway, Newport, RI 02840
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
September
18th 2024
  • Time5:30 PM - 7:00 PM
  • Location2 Charles 3rd floor
  • AddressProvidence, RI 02903
Got any questions?

Feel Free To Call Us