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85 Post Office Park, Suite 8525 Wilbraham, MA 01095

Free Webinar

Retirement Income Challenges

Strategies for volatile markets

Sign up today for our Retirement Income Challenges webinar where we’ll show you steps you can take to potentially reduce your risk in retirement.

About the Webinar

How do you retire on your terms?

Do you know what long-term effect market volatility will have on your portfolio? Will you run out of money before running out of time?

Sign up today to watch the Retirement Income Challenges webinar where we’ll show you steps you can take to potentially reduce your risk in retirement.

Hosted by John Dean and Rick “The Professor” Plum, CFP®, this webinar 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.

  • Are you paying more in taxes than necessary?
  • Could you be leaving Social Security money on the table?
  • What can you do about rising healthcare costs?

Start Watching the Webinar

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About the Presenters

Hosted by accomplished industry professionals

Accardi Financial Group

Accardi Financial Group

Providing independent advice, custom-tailored for your unique needs and goals

Accardi Financial Group was founded in 1990 with a singular vision: to achieve outstanding long-term investment results for our clients through personalized plans that reflect their financial needs, acceptable risk parameters, and investment time frame. And now, after more than 30 years, that still remains our focus and our mission.

We are Wealth Architects for executives, business owners, and young professionals – we design, develop, and coordinate long-term planning and investment strategies that aim to build wealth and provide our clients with a fulfilling retirement. We are independent and family-owned since 1990.

Rick Plum, CFP®

Rick Plum, CFP®

Chief Financial Planning Officer, Lucia Capital Group

Rick has been a financial planner for more than 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.

As the Lucia Capital Group’s chief financial planning officer, Rick is responsible for oversight and guidance of the firm’s wealth services. In this role, Rick 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 Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.