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Webinars & Live Events

Educational events, monthly webinars, and replay resources designed to help you stay informed throughout the year.

Monthly Educational Webinar Series

August Programming Note

A Brief Pause For Learning

This August, we're taking a brief pause from our monthly webinar series while members of the Lumena team attend LPL Financial's FOCUS conference.

Continuing education and professional development are an important part of how we stay engaged with new ideas, industry developments, and resources that may help us better serve our clients.

Our monthly educational webinar series will return in September.

LPL FOCUS Conference
August 9–11, 2026

Featured September Webinar
Miles Fleming

Managing Healthcare Expenses in Retirement: What You Need to Know About Medicare and Long-Term Care

Wednesday, September 23, 2026
4:00 PM PDT

Presented by Miles Fleming
Executive Vice President & Insurance Specialist
Lumena Financial Strategies

Confused by Medicare? You're not alone. Join us for a live discussion where we will learn about the enrollment process, the different kinds of Medicare plans that are available, and the importance of planning for healthcare costs in retirement.

About Miles Fleming

Miles Fleming is the Executive Vice President and Insurance Specialist for Lumena Financial Strategies. His decision to focus on educating people about Medicare came from personal experience while caring for his parents and two brothers with disabilities over the course of many years.

Through those experiences, Miles gained extensive knowledge about Medicare, plan design, and rules for special conditions such as early eligibility for people with disabilities. He developed a desire to help others after seeing firsthand how overwhelming Medicare enrollment and plan selection can be.

Before joining Lumena in 2017, Miles was an executive in the technology industry. He has served on the boards of the San Diego Council on Aging and Arts for Learning San Diego. He is also an active member of Rotary, a Paul Harris Fellow, and a volunteer for Hope Without Boundaries outreach in Mexico. Miles holds a Bachelor's Degree in Music from UCLA.

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Monthly webinar series save the date graphic

Save the Date

Our educational webinar series continues throughout the fall. Mark your calendar for these upcoming dates.

October 28, 2026
Wednesday at 4:00 PM PDT
November 11, 2026
Wednesday at 4:00 PM PST
December 9, 2026
Wednesday at 4:00 PM PST

Live Events

Check Back Soon For Our Next Live Event

We look forward to gathering with clients again soon. Please check back for future Lumena event announcements.

Webinar Replay Library