The RJL Wealth Management Retirement Forum Comes to Phoenix, Arizona on March 2, 2013

Share Article

A live town hall forum designed to help retirees and pre-retirees plan for the next phase of their life

The RJL Wealth Management Retirement Forum was designed to help individuals make sense of retirement

RJL Wealth Management, LLC, a registered investment advisory firm with offices nationwide, announced today that it will be holding a live town hall forum on retirement in Phoenix, Arizona with special guest Ray Lucia Sr., CFP®, noted retirement authority and nationally syndicated radio and television show host.

“The RJL Wealth Management Retirement Forum was designed to help individuals make sense of retirement,” said Ray Lucia Jr., Chief Executive Officer of RJL Wealth Management, LLC. “We felt that one of the best ways we could help people in their planning was through a town hall-style forum, allowing them to mold the event based on their issues and challenges.”

Attendees of the retirement forum will have the unique opportunity to participate in a Q&A with Ray Lucia Sr., CFP® and Rick “The Professor” Plum, CFP® from The Ray Lucia Show’s Brain Trust. In addition, the seminar will cover common challenges investors experience when approaching retirement and throughout their retirement years, including tax management and portfolio distribution strategies.

The RJL Wealth Management Retirement Forum will be held on Sunday, March 2, 2013 from 9:00 a.m. to noon at the Arizona Biltmore. Registration is free at or by phone at (877) PLANNER, option 2; however, space is limited and registration is required.

About RJL Wealth Management, LLC
Headquartered in San Diego, California, RJL Wealth Management, LLC is a comprehensive wealth management firm with offices and meeting locations nationwide. Local RJL Wealth Management, LLC advisor Chris Lloyd, MBA is a twenty-year veteran of the financial services industry and is dedicated to providing advice and services that set the bar for excellence in his field. For more information, visit

Investment advisor representatives of RJL Wealth Management, LLC may offer securities products through their affiliate, Lucia Securities, LLC, a registered broker/dealer, member SIPC. Ray Lucia Sr., CFP® and Rick Plum, CFP® are not registered representatives of any securities firm, including Lucia Securities, LLC.

About Ray Lucia
Ray Lucia Sr., CFP® hosts the nationally syndicated radio talk show The Ray Lucia Show. He is also an author of multiple books on personal finance and retirement planning and has appeared on CNBC, NBC, Fox, CBS, Bloomberg, and CNN. For more information, visit

Share article on social media or email:

View article via:

Pdf Print

Contact Author

RJL Marketing
Visit website