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Investing in Private Companies
September 27, 2022 at 4:00 pm

Why You Should Consider Investing in Private Companies

LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128

About this Event

Lucia Capital Group Presents: The 2022 Retirement Planning Workshop Series at the LCG Financial Center

The stock market has seen a lot of downside volatility this year. To help potentially mitigate this short-term uncertainty, it may be smart for some people to consider adding certain alternative investments to their portfolios.

The private markets may offer an opportunity to address these challenges. Think for a moment: what if you had a way to invest in high-quality, growing private companies that offered the potential for long-term growth and monthly income outside of the public markets? This may be your chance to consider investments that have been traditionally reserved for accredited investors and qualified purchasers.

Is it time to look for stock market alternatives? Get the information you need to know about investing in private companies in this free, informative session with Steph LaFlamme from CNL Strategic Capital.


Our in-person, informative financial series

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!

Information presented should not be considered specific tax, legal, or investment advice. You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including the investments purchased and/or investment strategies devised by Lucia Capital Group) will be either suitable or profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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. Steph LaFlamme and CNL Strategic Capital are not affiliated with Lucia Capital Group or LPL Financial.


Event Details

Tuesday, September 27, 2022
4:00 pm - 6:00 pm Pacific
LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128