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Resources & Events

Start Planning for Retirement

The first step in planning for retirement begins with education. Browse our Insight library for in-depth articles on retirement and financial planning. If you prefer to learn about strategies for retirement in-person, register for one of our upcoming events at a location near you. For more information, please contact us at (800) 644-1150.

Investment advisor representatives of Lucia Capital Group, a registered investment advisor, are also registered representatives of, and offer securities through its affiliate, Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training, Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.