This event is sponsored by RJL Wealth Management, LLC and Lucia Securities, LLC.
Appearances made by Raymond J. Lucia Sr., CFP® at seminars and events should not be considered a solicitation or an offer to buy or sell securities or render
specific investment advice. Raymond J. Lucia Sr., CFP® is not registered with any securities brokerage firm
including Lucia Securities, LLC.
There is no guarantee that any investment strategy will meet its stated objective. All investments involve risk, including potential loss of principal.
Securities offered through Lucia Securities, LLC, a Registered Broker/Dealer, member FINRA/SIPC.
Advisory services offered through RJL Wealth Management, LLC (RJL Wealth Management). RJL Wealth Management, LLC and Lucia Securities, LLC are affiliated firms.
The Bucket Strategy™ and Ray Lucia's Bucket Strategy™ are a trademarks of Raymond J. Lucia Sr.
Raymond J. Lucia Sr. is not a Registered Representative of Lucia Securities, LLC and
not licensed to offer securities. CAA- 03332