Retirement Planning Seminar

Retirement Income Challenges: A Wealth Education Workshop in Santa Clara

April 29, 2017 at 9:00 AM at Lucia Capital Group - Seattle

What are your greatest concerns about retirement?

The questions below are just a few of the concerns facing the millions of baby boomers currently planning for retirement:

  • What can I do about rising healthcare costs?
  • When might there be another market meltdown?
  • Could I be leaving Social Security money on the table?
  • Will I run out of money before I run out of time?
  • Am I paying more taxes than necessary?

But don’t despair—there are steps you can take to potentially reduce your risk in retirement. Register today for our seminar, Retirement Income Challenges: A Wealth Education Workshop, to learn about these steps (and much more!). You’ll even have the chance to get questions about your own personal retirement challenges answered live.

Hosted by Rick “the Professor” Plum, CFP®, this complimentary event was designed to help teach you why the location of your assets is just as important as the allocation of your assets and why selling market-sensitive investments to fund your retirement could be detrimental to your long-term goals.

Discover how The Bucket Strategy® can help address your potential retirement challenges. It’s not an investment product—it’s a retirement planning framework personalized by a team of experienced retirement planning strategists and supported by the ongoing monitoring of your plan.

Register online today, or call us at (800) 644-1150 to register by phone.

Event Details

April 29, 2017 at 9:00 AM

Lucia Capital Group - Seattle 10655 NE 4th Street, #600 Bellevue, WA 98004

The Bucket Strategy® involves investments in products subject to risks, fees, and expenses.

Information presented should not be considered specific tax, legal, or investment advice. You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

There is no guarantee that any investing strategy will be profitable or provide protection from loss.

Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at, or call (800) 772-1213 to speak with an SSA representative.

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

Register Now

Additional Information