Get Retirement Ready: Estate Planning for Retirement

Age Group:

Adults, Older Adults

Event Details

Join Richard Plum, Chief Financial Planning Officer at Lucia Capital Group, for the first of our Retirement Ready series.  In this workshop you'll gain the tools to master retirement planning.  Learn how to grow and manage funds, diversify effectively, pass assets to heirs or charities tax-efficiently, boost investment success, and prepare for future generations with strategic, multi-generational planning.  This event is free and open to the public, and there is no need to pre-register.  

Accessibility

Need disability-related modifications or accommodations? Information and program content can be made available in alternative formats upon request by emailing JFRogers@sandiego.gov.