Lucia Capital Group Announces Ben Stein, Nationally Known Economist, Author And Actor, To Serve As Keynote Speaker For Firm's Wealth Education Retirement Workshop Seminar In Irvine, CA
- Wealth Education Retirement Workshop on April 18, 2015, Part of a National Series Event, to Feature Lucia Capital's "Bucket Strategy" for Personal Financial Planning -
- Topics Include Portfolio Allocation Strategies, Retirement Income Planning, Social Security Benefits, Roth IRA Conversions and More -
SAN DIEGO, April 13, 2015 /PRNewswire/ -- Lucia Capital Group ("Lucia Capital" or "the Firm"), a family of companies in the wealth advice, asset management and investment distribution spaces, today announced that economist Ben Stein will be the keynote speaker at the Firm's Wealth Education Retirement Workshop in Irvine, CA on April 18th, 2015. The event, which is free and open to the public, is part of Lucia Capital's national seminar tour. Lucia Capital Group, which has 17 offices nationwide with over 70 employees, oversees approximately $2 billion in client assets through its subsidiaries and affiliates.
Ray Lucia Jr, Chairman of Lucia Capital, said, "We are delighted to share with the public our 'Bucket Strategy' for personal financial planning, and to offer residents of Orange County and beyond the chance to ask the executive team at Lucia Capital and of course, Ben Stein, their top questions about wealth and retirement planning. Navigating retirement has never been more complex for American families, but nothing is more empowering for members of the investing public than to have the knowledge and strategy they need to help them build a cohesive and comprehensive wealth plan, unique to each of them and their respective life goals. We look forward to offering our insights and expertise."
Ben Stein said, "I'm honored to be a speaker at Lucia Capital Group's Wealth Education Retirement Workshop in Irvine. American families need to plan for their financial future and retirement. I'm proud to join Lucia Capital Group in sharing their wealth and retirement strategies."
The complimentary workshop will take place at the Irvine Marriot Hotel at 18000 Von Karman Avenue, Irvine, California., It begins at 9:00 a.m. Pacific Time and is open to the public and media.
Please visit this link to register: discussretirement.com
About Lucia Capital Group
Headquartered in San Diego, California, Lucia Capital Group encompasses a family of companies across multiple lines of financial services businesses, including wealth advisory, asset management, investment platform, and product origination. Through its subsidiaries, Lucia Securities, LLC and Lucia Wealth Services, and its affiliate, Lucia Capital Management, the Firm offers wealth advisory services and a wide range of investment options. Through its subsidiaries and affiliates, Lucia Capital Group oversees approximately $2.0 billion in fee-based, brokerage, fixed insurance, and variable insurance assets. An affiliated partner company of the Firm's asset management business, Lucia Capital Management, manages The Multi-Strategy Growth & Income Fund (NASDAQ: MSFDX). With offices and meeting locations nationwide, Lucia Capital Group is committed to helping clients achieve their financial goals. For more information, please visit www.luciacap.com.
As of December 31, 2014, client assets managed by Lucia Wealth Services totaled $261,807,874 in discretionary accounts and $273,006,546 in non-discretionary accounts. In addition, our investment advisor representatives, in their separate capacities as Lucia Securities, LLC registered representatives, oversee $1,254,292,705 of assets in non-discretionary, traditional commission-based accounts. All services provided through Lucia Securities, LLC are non-discretionary. Our investment advisor representatives, in their separate capacities as licensed insurance agents, oversee $146,666,905 in fixed-annuity products. As of December 31, 2014, Lucia Capital Management had $196,218,276 in discretionary assets under management.
Lucia Capital Group is the holding company for three wholly owned subsidiaries: Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC; Lucia Wealth Services, a registered investment advisor; and Lucia Management Company.
Lucia Capital Management, an affiliate of Lucia Securities, LLC, is a registered investment advisor and is under common ownership and control with Lucia Capital Group.
Media Contacts:
Jessica Caris
Haven Tower Group
424 652 6522 / 424 652 6521
[email protected] or [email protected]
SOURCE Lucia Capital Group
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