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April 14, 2021 at 10:00 AM

Virtual Retirement Workshop

An online webinar. Additional instructions will be emailed to you upon registration.

About this Event

How do you retire on your terms?

Are you afraid you might run out of money before you run out of time? Do you know what long-term effect market volatility will have on your portfolio? How do you retire on your own terms? We’ll do our best to show you how.

Sign up today for our Virtual Retirement Workshop, a free, live webinar where we’ll show you the strategies and steps you can take to potentially reduce your risk in retirement.

Hosted by John Dean and Rick “The Professor” Plum, CFP®, this webinar was designed to teach you why the location of your assets is just as important as the allocation of your assets, and why selling market-sensitive investments to fund your retirement could be devastating to your long-term goals.

  • Are you paying more in taxes than necessary?
  • Could you be leaving Social Security money on the table?
  • What can you do about rising healthcare costs?

Register today to reserve your spot!


Event Details

Wednesday, April 14, 2021
10:00 a.m. Pacific / 1:00 p.m. Eastern
Online at luciacap.com, details will be sent upon registration

Event Details

April 14, 2021 at 10:00 AM
Online
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Information presented should not be considered specific tax, legal, or investment advice. 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.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised by Lucia Capital Group) will be either suitable or profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

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. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

The information provided is based on current laws, which are subject to change at any time. 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.