Hello!

You’re Invited to a Sweet Retirement Celebration!

I’m Marco from Reliance Insurance & Advisory, and I have an exciting invitation just for you! We want to celebrate your hard work and the next chapter of your life with a special event—your very own “Death by Chocolate” Cake Party!
Reserve your spot Reserve your spot
Awesome Image
Awesome Image

About

At Reliance Insurance & Advisory, we understand the significance of retirement. It’s a time to reflect on your achievements and look forward to new adventures. Our “Death by Chocolate” Cake Party is designed to honor your contributions while offering valuable insights to help you transition smoothly into this new phase of life. Join us for a delightful celebration filled with sweet treats and friendly faces!
Where
117 Bellevue Ave, Ste 200A Newport, RI 02840
When
Date, Time...
Reserve your spot Reserve your spot

About Your Host

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

During the cake party, we’ll cover essential retirement topics in a relaxed atmosphere. Here’s what you can expect:
Social Security Learn how to maximize your benefits and understand the best time to start receiving them
Medicare Get a clearer picture of your healthcare options and what you need to know as you approach retirement age.
Pension Pitfalls Discover common mistakes to avoid when managing your pension and ensuring your financial security
Reserve your spot Reserve your spot
With just a 15-minute presentation, you’ll receive helpful information that you can take with you into your retirement, all while enjoying delicious chocolate cake!
Awesome Image

Frequently Asked Questions

  • 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!

  • Do I need to prepare anything?

    Just bring your appetite and a few friends! We’ll handle the rest.

  • How long will the event last?

    The cake party will be a short and sweet affair, lasting about an hour, including the presentation.

  • What if I have dietary restrictions?

    Please let us know in advance, and we’ll do our best to accommodate your needs.

How It Works

Details

A Few Simple Steps

• Ensure your company has retirement options like 401(k) or TSP.
• Gather 5-12 emails from your work buddies so we can send out invites.
• Give us a heads-up—30 days’ notice is ideal for planning.
Reserve your spot Reserve your spot

Ready to Celebrate?

Click the button below to fill out the contact form. We’ll take care of the details, and soon you’ll be enjoying cake with friends!
Reserve your spot Reserve your spot
We’re here to make this milestone celebration one to remember! If you have any questions or need assistance, feel free to reach out to us. Your retirement journey is important to us, and we want to ensure it starts off on a sweet note.

Call Us

ADDRESS 117 Bellevue Ave, Ste 200A Newport, RI 02840
Date & time Here goes date and time
Phone (401) 206 4446

Awesome Image
Awesome Image