Capstone Planning

🍷 Thank you to everyone who joined us for Wine & Wisdom!

We had a wonderful evening together with great conversation, fantastic wine and cheese pairings, and a room full of people who care about protecting their families, their finances, and their future.

During the evening, we covered a few important technology and cybersecurity reminders, including ways to help protect your property records, credit, bank accounts, investment accounts, and tax identity. We also shared a brief Q2 market update and talked about a few things we’re watching as we head into Q3.

For anyone who missed it, the big takeaway was simple:

Slow down. Hang up. Verify.

Scammers are getting more sophisticated, especially with texts, emails, fake calls, and even AI voice scams. A few small steps can go a long way toward helping protect yourself.

Here are a few helpful resources we discussed:

🏠 Flagler County Property Recording Alerts
https://records.flaglerclerk.gov/FraudAlert

💳 Freeze Your Credit
https://www.usa.gov/credit-freeze

📄 Review Your Credit Reports
https://www.AnnualCreditReport.com

🛡️ IRS Identity Protection PIN
https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

If you’d like our simple Identity Protection Checklist, send us a message or comment “checklist” and we’ll be happy to email it to you.

Thank you again to everyone who came out. We’re grateful for the opportunity to host these conversations and look forward to our next Wine & Wisdom event.

Capstone Planning
Good wine. Good conversation. Helpful planning insight.

Q1 markets? Chaotic Here's what you need to know