About this Event
Lucia Capital Group is really excited to invite you to our next “Wealth and Wellness” event taking place at the LCG Financial Center in Rancho Bernardo! We would love for you to join us on Thursday, February 23rd from 4:00 pm to 6:00pm for a fun and informative afternoon.
The event will kick off at 4:00 with charcuterie and veggie trays, along with some other light snacks and drinks. We’ll start the wellness part of the presentation at 4:30 with Dr. Samuel Wagg, DC, ART, TPI, a highly skilled sports medicine specialist and an essential team member at FIX Medical Group in San Diego. Dr. Sam will talk to you about the 5 Pillars of Health, some of his own custom healthcare methods, and will offer advice on things you can change in your everyday life to help improve your health and longevity
The second part of the program will be presented by our own Joe P. Lucia and Rick “The Professor” Plum, CFP®. They’ll be there to talk to you a bit about the Bucket Strategy, why it’s been a useful tool during the volatile market swings, and why we’re such staunch believers in creating an income stream from non-volatile sources during your retirement. How does your longevity impact your portfolio? Learn more and get your questions answered right here!
To accept this invitation, simply complete the form on this page and let us know that you’ll be there, along with the number of guests you’ll have with you. That’s it!
We look forward to seeing you there!
Joe P. Lucia and Rick Plum 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. Dr. Samuel Wagg is not affiliated with Lucia Capital Group or LPL Financial.