Lucia Capital Group's Online Personal Finance Media Platform, WealthEd, Registers Over 1,100 Viewers For Special Webcast, Social Security Summer School

Connecting Financial Advisors with Knowledge-Thirsty Investors Across the Country

Aug 18, 2015, 12:00 ET from Lucia Capital Group

SAN DIEGO, Aug. 18, 2015 /PRNewswire/ -- Lucia Capital Group, a family of companies in the wealth advice, asset management, and investment distribution spaces, today announced that its online personal finance media platform, www.wealthed.com ("WealthEd"), had more than 1,100 registrants for its special Social Security Summer School webcast on July 29.

Due to its popularity, WealthEd has made this webcast available on demand at wealthed.com/special/social-security-summer-school for those who missed it.

Founded in 2013, WealthEd delivers actionable wealth education to investors across the country. Offering original, live programming each weekday, on-demand video clips, and special webcast events like Social Security Summer School, WealthEd offers a free platform connecting individual investors with investment professionals (who may be a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant, Chartered Financial Consultant®, Chartered Financial Analyst®, investment advisor representative, or portfolio manager).

In this particular webcast, Lucia Capital Group professionals taught viewers how to plan various Social Security strategies, addressing a variety of topics such as longevity risk, spouses with different income levels, the timing of benefits, filing, and more.

"WealthEd's original programming and special webcasts like Social Security Summer School have one sole aim: to help educate millions of Americans about the importance of financial planning and taking action," said Raymond J. Lucia Jr., chairman of Lucia Capital Group. "Social Security sounds simple on the surface, but it's actually quite complex—and for most Americans, it's a key component of their overall retirement income need. Our webcasts give individual investors the ability to get to know our company and team of financial advisors, so by the time they're ready to engage us, they already feel like part of the firm. And our financial advisors benefit too—by participating in our shows, they are building their own media personalities they're able to share with clients and referrals. Most importantly, our advisors get to spend more time doing what they enjoy most—growing our business and delivering financial advice—because WealthEd generates appointments for them."

Lucia Capital Group is currently seeking growth-oriented financial advisors committed to serving those individuals seeking professional advice from the WealthEd platform. To find out more information, contact Derek Bruton at dbruton@luciacap.com.

About Lucia Capital Group

Headquartered in San Diego, California, Lucia Capital Group, led by its chairman, Ray Lucia Jr., 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, Lucia Capital Group 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 Lucia Capital Group'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 $237,006,546 in non-discretionary accounts. In addition, their 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. Their 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, a registered investment advisor. Investment advisor representatives of Lucia Wealth Services are also registered representatives of, and offer securities through, Lucia Securities, LLC. Registration with the SEC does not imply a certain level of skill or training.

This material should not be considered a solicitation of an offer to sell/buy any specific security or offering. Investors should consult a financial professional to determine whether risks associated with an investment in the shares are compatible with their investment objectives.

The information presented in this material was gathered from sources believed to be reliable; however, its accuracy cannot be guaranteed. CAA-08016 (08/15)

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law and are subject to a criminal and credit background check as is required for this role.

Media Contacts: Jessica Caris / Chris Clemens Haven Tower Group 424 652 6520 ext. 104 or 424 652 6520 ext. 103 jcaris@haventower.com or cclemens@haventower.com

 

SOURCE Lucia Capital Group



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