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Year End Strategies Workshop
November 17, 2022 at 10:00 am

Year-End Strategies Webinar

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

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!

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

Event Details

Thursday, November 17, 2022
10:00 am - 11:00 am Pacific

Online at luciacap.com. Additional instructions will be emailed to you upon registration.