(800) 644-1150
August 22, 2024 at 5:30 pm

401(k) Workshop: Do You Know How Your 401(k) is Invested?

LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128

About this Event

Ready to make the most out of your 401(k)?

Ready to make the most out of your 401(k) and pave the way to retirement? Don’t miss out on our in-person workshop dedicated to optimizing your 401(k) plan!

In this hands-on session, you’ll discover how to maximize your 401(k) contributions, choose the right investment options for your situation, and understand the rules and benefits of your plan. Whether you’re new to 401(k)s or looking to enhance your current strategy, this workshop is tailored for you!

Seats are limited and they’re filling up quickly! Secure your spot now and take charge of your financial future.

🔗 RSVP today by completing the form on this page.

Act fast—don’t let this opportunity slip away! Your future is worth it!

Lucia Capital Group Presents: The 2024 Retirement Planning Workshop Series at the LCG Financial Center

Our in-person, informative financial series runs from June 21 through August 22

Planning for retirement – and all the components that go along with it – is not just about reading a few articles online. Our series of in-person workshops will help you to learn more about topics that are most relevant to all current and future retirees. Whether you’re investing for the future, or you’re in need of a wealth distribution plan designed to last you throughout your entire lifetime, you’ll want to take full advantage of this opportunity to hear from an LCG advisor and a different guest specialist each week. It’s your chance to get the information you’ll need for the next 20, 30, and 40 years of your life!

There is no guarantee that any investment strategy will meet its stated objective. All investments involve risk, including potential loss of principal.

401(k) benefits may be subject to change at your employer, the governing pension or benefit organization’s discretion.

Rick Plum, Tom Wyckoff and Ronnie Sanchez are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

Insurance services offered through LPL Financial or its licensed affiliates. CA Insurance Lic. #0518721.

Event Details

Thursday, August 22, 2024
5:30 pm - 6:30 pm Pacific
LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128