Program Description
Event Details
Join Richard Plum, Chief Financial Planning Officer at Lucia Capital Group, for the first of our Retirement Ready series. Learn how to accumulate and distribute money for retirement, keys to proper diversification, how to pass on money to heirs or charities in a tax-wise manner, increasing the probability of investment success, multi-generational planning, and more. This event is free and open to the public, and there is no need to pre-register.