Retirement Income Challenges Webinar

Financial strategies for volatile markets

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?

In the Retirement Income Challenges webinar we’ll show you steps you can take to potentially reduce your risk in retirement.

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?

Request Your Retirement Analysis

Take the next step by requesting your retirement analysis with an Accardi Financial Group advisor. Complete the form below to get started and build a retirement plan that aims to give every dollar in your portfolio a purpose.

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About the Presenters

Hosted by accomplished industry professionals

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®

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.

Important Information

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised by Lucia Capital Group (“LCG”)) will be either suitable or profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from LCG or from any other investment professional.

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. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The information in these materials may change at any time and without notice.

The information contained herein does not constitute an offer to sell or a solicitation of an offer to buy securities. Investment products described herein may not be offered for sale in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful or prohibited by the specific offering documentation.

The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency.

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