Register Today for an Upcoming Workshop

Simply saving for retirement involves a different strategy than investing while preparing for and living out your retirement. Register today for retirement workshop coming soon to a city near you.

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How Do You Know?

How do you know if you’re saving enough to meet your financial goals? Worried your retirement may be derailed by something outside of your control? We offer ways to help.

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How Many Retirement Plans Can You Name?

Bucket Strategy Investing

401(k), IRA, 403(b), 457, and more... but the Brain Trust goes into detail on Roth vs Non-Roth retirement plans.

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Welcome to Wealthed.com

Bucket Strategy Investing

WealthEd is your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative articles to get educated today!

Let's Go

WealthEd is your first stop on the path to retirement. Watch live shows, view video clips on demand, and read our informative articles to get educated today!

Learn

Retirement planning should begin with education. Browse our library of original content or attend a no-cost event.

Visit the Library

Plan

Find out how close you might be to reaching your financial goals with the money you’ve already saved.

Make a Plan

Take Action

Make an appointment with a Lucia Capital Group financial advisor, and start mapping out your retirement today.

Start Your Planning

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Wealth education is the first step to planning for a successful retirement. Powered by the financial professionals at Lucia Capital Group.

Make an Appointment or Call us (800) 644-1150