About this Event
We would like to extend an invitation to you to attend our next “Coffee Talk” with Rick “The Professor” Plum, CFP®!
What is Coffee Talk?
It’s an informal gathering at our office in Rancho Bernardo where you can sit with us as a group, enjoy some hot coffee with delicious pastries, and get your financial questions answered from The Professor himself!
Do you have questions about your Social Security or Medicare options? Maybe an estate planning issue? Would you like to know about managing your taxes, or what to do with your pension options? Whatever financial questions you may have, this is your chance to get them answered!
What do I have to do?
Just let us know you’d like to be there, and we’ll save a spot for you! You can ask any questions you may have, or you can just sit and listen while you enjoy a coffee and dessert from our Cafe. It’s completely up to you. This setting is very informal with limited space, in keeping with the “Coffee Talk” motif.
What are the vital details?
Event: Coffee Talk with “Professor” Rick Plum, CFP®
Date: Friday, September 15, 2023
Time: 9:00 a.m. – 10:00 a.m.
Location: LCG Financial Center, 16789 Bernardo Center Drive, San Diego, 92128
We look forward to seeing you there!
You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.
Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency. Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213 to speak with an SSA representative.
Rick Plum is a registered representative 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.