One-on-One with Rick Plum

One-on-One with Rick Plum in San Jose

October 26, 2017 at 9:00 AM at Lucia Capital Group - San Jose

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 coming to your city 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

October 26, 2017 at 9:00 AM

Lucia Capital Group - San Jose 2033 Gateway Place #574 San Jose, CA 95110

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. CAA-11172 (10/17)

Register Now

Additional Information

Guests