Retirement Classes Designed to Help You Secure Your Future

Enroll now for one of our two-day retirement classes featuring dynamic instruction, straightforward language, real-world examples, and sound retirement concepts and strategies.

Enroll Today

Your Passport to Retirement

A two-day course to help you build your financial future

According to the Employee Benefit Research Institute, only 22% of workers are very confident about having enough money for a comfortable retirement, and economic conditions have forced many people to delay their planned retirement dates. The sooner you become educated about retirement planning, the more prepared you will be to make informed financial decisions and be more informed how to build the wealth you will need.

You need sound information. Investing a few hours of your time at our Passport to Retirement course can pay off immediately. You should gain confidence in your financial decision-making ability. And later on you may be better prepared to face the challenges and enjoy the rewards retirement can bring.

Invest for the Future

What’s your investment strategy? What’s your risk tolerance? We’ll provide professional investing insights regarding your allocations and define the different types of investment vehicles available.

Define and Create Your Retirement

How prepared are you for retirement? How are you going to spend your time? We’ll cover ways to potentially overcome some of the common retirement roadblocks and provide a cost-of-living comparison.

Protect Your Health and Wealth

For many retirees, the largest expense in retirement is healthcare. We’ll show you ways to assess your insurance needs and potentially protect your earning power in the event of disability or illness.

Manage Your Estate Distribution

Do you plan on leaving some money for your heirs? We’ll talk about the benefits of estate conservation as well as some common estate planning challenges. We’ll also talk about probate and taxes, annual gift tax exclusion, wills and will considerations, and much more.

Assess the Costs

How do you know how much money will you need in retirement? Have you ever estimated your future costs? What kind of impact will inflation have on your portfolio?

Receive Funds from Retirement Plans

Is the 4% withdrawal rule right for everyone? Does it matter which accounts you withdraw from first? We’ll help you gain a better understanding of your options, including taxes and the role they play, and we’ll discuss different methods of withdrawing income from your portfolio.

View Available Workshops

Register today for one of our available sessions

All courses are two days and feature a free 135-page retirement planning guide when you attend. Reserve your space online today or call us at (800) 644-1231.

Advanced registration and prepayment is required. All courses are $39.95, which includes one workbook, and you may bring a spouse or guest at no additional cost. Payment may be made by check or credit card. Additional workbooks will be available at the event for $20.99 each.

Sorry, there are no classes scheduled at this time. Check back soon.

About the Presentors

Workshops led by accomplished industry professionals

Rick "The Professor" Plum, CFP®

Chief Financial Planning Officer

As the chief financial planning officer of Lucia Capital Group, Rick is responsible for oversight and guidance of the firm’s wealth services. In this role, he is an invaluable resource to our wealth management team, advising on asset allocation strategies and helping clients design sophisticated financial, tax, and estate planning solutions.

Rick has been a financial planner for over 25 years and is a regular contributor to financial radio programs syndicated throughout the country where he can be heard answering questions on all topics regarding personal finance. Rick is a native San Diegan who graduated from San Diego State University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and currently holds the following industry licenses: CA insurance license #1820237, Series 7, and Series 63.

Terry Keyes, ChFC®

Vice President

Terry is both a vice president and wealth advisor at Lucia Capital Group. A licensed advisor for more than 31 years, Terry has earned the Chartered Financial Consultant® designation and currently holds the following industry licenses: CA insurance license #658558, Series 7, Series 24, Series 63, and Series 65.

As a wealth advisor primarily serving Southern California and the Pacific Northwest, Terry provides comprehensive financial planning services for his clients across the nation. Terry is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies).