(original source PR Newswire)
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.”
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