(800) 644-1150
Year End Strategies Workshop
November 17, 2022 at 10:00 am

Year-End Strategies Workshop

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

About this Event

Financial moves to make before 2023

Financial advisors often get slammed in January, as many people decide after the holiday season that it’s time to get their financial affairs back on track. It’s often high on people’s list of resolutions for the new year.

But did you know that it’s just as important to get your money matters in order before the end of the year? It’s true: the moves you make over the last six to eight weeks of the year can have a big impact on your finances going forward.

  • Have you taken your Required Minimum Distributions for 2022?
  • Have you contributed all you can to your 401k?
  • Is there a way to potentially harvest any losses you might have in your equity portfolio?

Many of these (and other) opportunities go away once January rolls around. Join our own “Professor” Rick Plum, CFP® for an informative session on which money moves you need to make right now!

Lucia Capital Group Presents: The 2022 Retirement Planning Workshop Series at the LCG Financial Center

Our in-person, informative financial series runs from September 27th through December 13th

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!

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

Event Details

Thursday, November 17, 2022
10:00 am - 12:00 pm Pacific
LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128