Retirement Planning Workshop Series
Join us in our summer retirement planning sessions! From retirement income strategies to maximizing your 401(k), we'll cover it all. Whether you're nearing retirement or already enjoying it, these events are tailored just for you!
Register Today for an Upcoming Workshop
Retirement focused events tailored for you. All at the LCG Financial Center.
June 21, 2024 - Coffee Talk: Let's Talk About Retirement Planning
Coffee Talk: Let's Talk About Retirement Planning
Friday, June 21, 2024 from 9:00 a.m. to 10:00 a.m.
Coffee Talk is an informal gathering at our office in Rancho Bernardo where you can sit with us as a group, enjoy some hot coffee with delicious pastries, and get your financial questions answered from The Professor himself!
Do you have questions about your retirement plan? Whatever financial questions you may have, this is your chance to get them answered!
Hosted by Rick “The Professor” Plum, CPF®, AWMA
Join us at the LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128
Register Today
July 11, 2024 - Retirement Income Planning Workshop
Retirement Income Planning Workshop
Thursday, July 11, 2024 from 5:30 p.m. to 6:30 p.m.
Are you ready to shape your financial future and enjoy retirement? Don’t miss out on our in-person workshop designed with a goal to help you craft retirement income plan!
In this interactive workshop, you’ll learn practical strategies to potentially maximize your retirement income, make smart investment choices, and work towards making your money last as long as you do. Whether you’re just starting to think about retirement or already planning your golden years, this workshop is for you!
Seats are limited, and they’re filling up fast! Reserve your spot today and take the first step towards your future. Don’t wait—your future self will thank you!
🔗 RSVP now by completing the form on this page.
Join us at the LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128
Register Today
July 25, 2024 - Alternative Investments Workshop
Alternative Investments Workshop
Thursday, July 25, 2024 from 5:30 p.m. to 6:30 p.m.
Have you ever wondered about investments other than stocks, bonds, and cash that may be available to you? Alternative investments may be a way to decrease the overall risk in your portfolio while potentially adding additional return. Learn more about it at our Alternative Investments Workshop happening on Thursday, July 25, 2024 at 5:30 p.m.
🔗 RSVP now by completing the form on this page.
Join us at the LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128
Register Today
August 22, 2024 - 401(k) Workshop
401(k) Workshop
Thursday, August 22, 2024 from 5:30 p.m. to 6:30 p.m.
Ready to make the most out of your 401(k) and pave the way to retirement? Don’t miss out on our in-person workshop dedicated to optimizing your 401(k) plan!
In this hands-on session, you’ll discover how to maximize your 401(k) contributions, choose the right investment options for your situation, and understand the rules and benefits of your plan. Whether you’re new to 401(k)s or looking to enhance your current strategy, this workshop is tailored for you!
Seats are limited and they’re filling up quickly! Secure your spot now and take charge of your financial future.
🔗 RSVP today by completing the form on this page.
Act fast—don’t let this opportunity slip away! Your future is worth it!
Join us at the LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128
Register Today
There is no guarantee that any investment strategy will meet its stated objective. All investments involve risk, including potential loss of principal.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. (01-LPL)
401(k) benefits may be subject to change at your employer, the governing pension or benefit organization’s discretion.
Rick Plum, Tom Wyckoff and Ronnie Sanchez 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.