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FREE Educational Workshop on Social Security Benefits!

5:30 PM - 7:00 PM
2 Charles 3rd floor, Providence, RI 02903
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Why Social Security Can Be Misleading?​

Social Security is often seen as a guaranteed safety net for retirees, but the truth is, it’s not always as straightforward as it seems. Many people are unaware of the pitfalls and complexities that can affect their benefits. Without proper understanding, you could end up with less than you deserve or make decisions that negatively impact your long-term financial stability.
Where
2 Charles 3rd floor, Providence
When
September 18th,
5:30 PM - 7:00 PM
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Common Issues with Social Security

Complex Rules and Regulations Social Security rules are intricate and constantly evolving. Without up-to-date knowledge, it’s easy to make mistakes
Impact of Timing Claiming benefits too early or too late can drastically affect the amount you receive
Working While Receiving Benefits If you or your spouse continue to work part-time, it can affect your Social Security income in ways you might not expect
Tax Implications Social Security benefits can be taxed, and without strategies to minimize this, you might end up paying more than necessary
Specific Circumstances Divorce, widowhood, or continuing to work part-time each have unique implications for your benefits
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Note:

Space is limited, so be sure to register early to secure your place.
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NOTE: Space is limited, so be sure to register early to secure your place.

Why You Need This Workshop

Navigating Social Security on your own can be overwhelming and confusing. Our free educational workshop will provide you with essential knowledge to make informed decisions and avoid common pitfalls. Here’s what you’ll gain:

Clarify Recent Changes

Understand how new Social Security laws impact your retirement strategy

Optimize Your Claiming Strategy

Learn whether you should claim early or wait to maximize your benefits

Handle Special Situations

Get advice on handling Social Security if you’re divorced, widowed, or still working part-time

Reduce Taxes

Discover strategies to potentially lower the taxes on your benefits

Plan for the Future

Get insights into economic trends and how to fill any gaps between Social Security and your desired retirement income

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!

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.

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NOTE: Space is limited, so be sure to register early to secure your place.

Event Details

ADDRESS 2 Charles 3rd floor, Providence, RI 02903
Date Wednesday, September 18th
Timing 5:30 PM - 7:00 PM
Don’t let confusion or outdated information jeopardize your financial future. Join us for this invaluable workshop and take control of your Social Security benefits. We look forward to helping you make the most of your retirement planning!

Space is Limited—Reserve Your Spot Today!

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Got any questions?

Feel Free To Call Us

    PHONE (401) 206 4446