About this Event
See how Alternative Investments can work for you
Have you ever wondered about investments other than stocks, bonds, and cash that may be available to you? Alternative investments may be a way to decrease the overall risk in your portfolio while potentially adding additional return. Learn more about it at our Alternative Investments Workshop happening on Thursday, July 25, 2024 at 5:30 p.m.
🔗 RSVP now by completing the form on this page.
Lucia Capital Group Presents: The 2024 Retirement Planning Workshop Series at the LCG Financial Center
Our in-person, informative financial series runs from June 21 through August 22
Planning for retirement – and all the components that go along with it – is not just about reading a few articles online. Our series of in-person workshops will help you to learn more about topics that are most relevant to all current and future retirees. Whether you’re investing for the future, or you’re in need of a wealth distribution plan designed to last you throughout your entire lifetime, you’ll want to take full advantage of this opportunity to hear from an LCG advisor and a different guest specialist each week. It’s your chance to get the information you’ll need for the next 20, 30, and 40 years of your life!
There is no guarantee that any investment strategy will meet its stated objective. All investments involve risk, including potential loss of principal.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. (01-LPL)
Rick Plum, Tom Wyckoff and Ronnie Sanchez are registered representatives 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.
Insurance services offered through LPL Financial or its licensed affiliates. CA Insurance Lic. #0518721.