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CAPitalize Tomorrow’s Finances – Season 2: Episode 10

One of the more exciting aspects of financial planning is setting yourself up for the future. While making and sticking to monthly budgets may be a bit boring (although necessary), learning to invest your money for the future, and knowing there is potential for it to grow (maybe a LOT!), can make things really interesting and exciting.

Today’s podcast talks about how you can CAPitalize tomorrow’s finances, and, with luck, set yourself up for a comfortable and fulfilling retirement. Today we start the journey toward tomorrow!  Have a listen and find out what the next steps will be!

Important Information:

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.

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.

The views and opinions expressed in this presentation do not necessarily reflect those of Lucia Capital Group or its affiliates.

Christopher Panagiotu 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.

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