2023 In Review

December 31, 2023

Can you believe 2024 is upon us? We are looking forward to a new year filled with opportunities and reflect back on 2023 as a year of growth once again.

In 2023 we had to move! After many years in a historic house in Kensington, we lost our lease because the owner chose to sell the building and we chose not to buy it. That gave us a fantastic opportunity to reimagine how we could design a space that better reflected the current size and needs of our team. Our beautiful new office is larger, newly remodeled, and customized just for us. It’s in a professional complex with numerous amenities and a fantastic management company to help us serve you. Additionally, the Lumena team expanded once again by adding three new team members and a satellite office in Torrance, CA (open by appointment only).

Hundreds of guests attended the webinars that were presented this year. If you joined us, thank you and we look forward to seeing you at one of our upcoming online sessions. We have scheduled our 2024 Webinar Series and the new dates can now be found on the Events page of our website.

As part of our ongoing effort to educate and protect you, we would like to provide you this this downloadable flyer containing important information regarding protecting your Personally Identifiable Information. If there is someone you want us to be able to communicate with directly (i.e., your CPA, attorney, or other trusted person) we have a form you can sign to make it official. Contact our office to request the form.

While none of us can predict the future, most of us can agree that change is one of the only constants in life. Our goal is to remain flexible and current as the landscape changes and to be a solid anchor for you along the way. We wish you the very best in 2024 and encourage you to remember our mantra:

“Be a Long-Term Thinker, not a Short-Term Worrier!”