One-on-One with Rick Plum

One-on-One with Rick Plum in Portland (Wednesday, March 21)

March 21, 2018 at 9:00 AM at Lucia Capital Group - Portland Office

Sign up today to reserve your seat

Rick “The Professor” Plum, CFP®, Lucia Capital Group Chief Financial Planning Officer and host of the nationally syndicated show Bucket Strategy Investing, will be available for special one-on-one meetings.

Don’t miss this opportunity to sit down with Rick to start planning for your retirement. You’ll have the chance to ask questions and build your personalized Bucket Strategy plan. If you have money to invest and have questions about your retirement, sign up today!

For questions or to register by phone, give us a call at (800) 644-1150.

Event Details

March 21, 2018 at 9:00 AM

Lucia Capital Group - Portland Office 4800 S.W. Meadows Rd., #300 Lake Oswego, OR 97035

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised by LCG) will be either suitable or profitable for a client's or prospective client's portfolio and may result in a loss of principal.

Rick Plum is a registered representative of, and offers securities though, Lucia Securities, LLC, a registered broker/dealer and member FINRA/SIPC. Advisory services offered through Lucia Capital Group, an SEC registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Lucia Securities, LLC is a wholly owned subsidiary of Lucia Capital Group.

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Additional Information