Broker Check

Events & Webinars

2021 Events

Webinar Series

Every 2nd and 4th Wednesday!

Past Online Events

“Planning Your Medicare Path” presented by Timothy Ripp, Executive Vice President, Associates of Clifton Park

Wednesday, June 16, 2021 4:00 PM Pacific Daylight Time

Please join us for an educational presentation focused on Medicare. During this webinar we will present an overview of Medicare including Parts A & B of original Medicare, what each part covers and important enrollment deadlines for new Medicare recipients and renewals.

Additionally, we will spend time discussing Private Medicare, Medicare Part and how original Medicare compares to Private Medicare. There are advantages and disadvantages of each type of plan and many considerations when making your choice.

Our guest speaker, Tim Ripp, is the Executive Vice President & National Marketing Director of Associates of Clifton Park, a general agency located in Clifton Park, NY. With 37 years of experience in the Life and LTC industry, Tim has extensive knowledge and experience in the insurance arena and is the founder of the Associates of Clifton Park Long Term Care operations.

“My Brain Made Me Do It” presented by Christopher M. Bertorelli, CFP®, CIMA®, CRPC®, Regional Vice President, John Hancock Investment Management

Wednesday, May 26, 2021 4:00 PM, Pacific Daylight Time

Did you know that there are two different ways that people make decisions? It's science! There are also six common investment mistakes that people make based on their decision making process. In this presentation we will discuss how our decision-making process contributes to these common investment mistakes and how each of us can train our brain to avoid them.

Christopher Bertorelli is a Regional Vice President at John Hancock Investments. He brings over 27 years of experience to his current position as a Business Consultant and has been with John Hancock for fourteen years.

Chris received a B.S. in Mathematics from Salem State College in Massachusetts. He also holds the CFP® (Certified Financial Planner), CIMA® (Certified Investment Management Analyst) and CRPC® (Chartered Retirement Planning Counselor) professional designations.

"5 Ways Technology Will Change How You Age" presented by Thomas Barrett. Director, Applied Insights, Hartford Funds

Wednesday, May 12, 2021 4:00 PM, Pacific Daylight Time

For the next generation of retirees, one question will trump all others: How do you add life to longer lives? As people live longer, and spend more time in retirement, the challenge will be to get more out of those years. How do you find a rewarding second career? How do you stay close with friends and family? How do you maintain independence and mobility? How do you embrace new experiences?

The answer: technology. With the advent of smartphones and constant connectedness, a new peer-to-peer, on-demand economy has emerged. With a simple swipe or tap of an app, information and services are available at our fingertips.

This presentation includes a helpful guide to many of the most popular apps organized by theme for your convenience.

Tom Barrett is the Director of the Applied Insights Team for Hartford Funds having joined the firm in 2006. In his current position, Tom educates financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes.

“Peter and Alison Talk Stocks” a discussion with Peter B Fink, CFP®, and P. Alison Fleming, CFP®, President, Lumena Financial Strategies

Wednesday, April 28, 2021 4:00 PM, Pacific Daylight Time

Have you ever wondered what research Peter conducts to make educated and appropriate investment decisions? With over 80 years of combined experience, Peter and Alison will host a lively discussion designed to provide insight into what goes on behind the scenes.

Alison Fleming is the President of Lumena Financial Strategies, and has been a Financial Advisor since 1989 when she joined Waddell & Reed and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1996.

As President of Lumena Financial Strategies, Alison has assembled a team of professionals who combine the best of their collective experience on behalf of clients. Alison met and hired Peter Fink in 2012 while she was the Managing Principal of the Torrance office of Waddell & Reed. When considering expansion of the Lumena team's capabilities in 2018, Peter was the obvious choice as an experienced advisor who focused on individual securities and whose values aligned with the rest of the team.

Peter B Fink has been a Financial Advisor since 1964. He began his career as a stockbroker at Shearson, Hammill & Co. in Beverly Hills, CA and joined Waddell & Reed in 2012 as a Financial Advisor. He serves clients primarily through his research and monitoring of the markets. He believes that communication and education are some of the keys to long-term relationships and is known for his frank and open conversations.

Peter earned a Bachelor’s degree from West Virginia Wesleyan College and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2007. 


Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments.

“Long Term Care from a Healthcare Perspective” presented by Eileen Dunn, MS, CMC, Associates of Clifton Park, Care Manager/Corporate Gerontologist

Wednesday, March 24, 2021 4:00 PM, Pacific Daylight Time

Whether you are caring for an aging parent or preparing for your own future care needs, long-term care planning is an important conversation you and your loved ones should have. There is so much confusion regarding long-term health insurance that many people are overwhelmed trying to understand it.

This session will explain and simplify Medicare and Medicaid, the difference between the two and the services covered.  We will discuss long-term care insurance from a health care perspective to learn how to be a knowledgeable consumer when looking for a plan.   

Eileen Dunn, MS, CMC is a medical social worker and geriatric care manager with 30 years of experience working with families struggling to care for aging loved ones. This hands-on experience provides a unique opportunity to learn about long-term care from a health care professional actually working in the field.

"Understanding Estate Planning & Living Trusts" featuring Craig S. Lambourne, Esq., Attorney at Law, Ewin Lambourne Law, APC

Wednesday, March 10, 2021 4:00 PM, Pacific Daylight Time

Who needs to do estate planning? The answer is, EVERYONE! Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. It is never too early to start planning, but it can be too late.

Craig Lambourne was raised in Boulder County Colorado. He attended Colorado State University, where he graduated with a Bachelor of Arts in Sociology. Thereafter, he moved to San Diego to pursue a career in law.

Craig has worked exclusively in the area of estate planning, trust and probate law since 2009. Craig is certified by the State Bar of California Board of Legal Specialization as a Specialist in Estate Planning, Trust, and Probate Law. Craig serves as a court appointed attorney for the San Diego Superior Court handling a variety of different proceedings, including: guardianships, conservatorships, and dementia-related matters.

At Ewin Lambourne Law, Craig advises individuals and families in all aspects of estate and business planning and administration. He designs, drafts, and implements comprehensive estate plans that provide clients peace of mind knowing that their legacy and loved ones will always be protected.

“Q&A Opportunity” with Alison Fleming, CFP®, President, Lumena Financial Strategies and Ken Hullings, Senior Vice President of Business Development at LPL Financial.

Wednesday, February 24, 2021 4:00 PM, Pacific Daylight Time

In support of the upcoming acquisition of Waddell & Reed, we have invited Ken Hullings, Senior Vice President of Business Development with LPL Financial to join us for an interactive online discussion about the impact of the acquisition on our clients and the opportunities it will present. We will address frequently asked questions and invite our attendees to participate.

Mr. Hullings has been with LPL for over 15 years and has held multiple individual contributor and leadership roles on the Business Development team. He holds a BA in Economics from Wake Forest University.

"Outlook 2021: Powering Forward" presented by Jeffrey Buchbinder, CFA, Vice President, Equity Strategist, LPL Financial

Wednesday, February 10, 2021 12:00 pm, Pacific Daylight Time

2020 was an unusual year of extraordinary challenges. Now in 2021, it’s time to restart the engines -- but things are going to look different, feel different. 2020 has changed us, the way we do business, the way we connect. In Outlook 2021: Powering Forward, we’ll talk about stocks and bonds, the economy, and the post-election policy environment, but in the background will be new challenges, new opportunities, and new ways of doing things.

In support of the upcoming acquisition of Waddell & Reed, we have invited Jeffrey Buchbinder, Vice President and Equity Strategist with LPL Financial to present LPL's perspective on 2021.

Jeffrey (Jeff) Buchbinder is a member of the LPL Financial Research investment management committee. He is responsible for managing the LPL Research equity separately managed accounts (SMA) and tactical mutual fund and exchange-traded product (ETP) portfolios, as well as developing and articulating equity and general market strategy.

Additionally, he contributes to Research’s flagship publications such as the Weekly Market Commentary, Outlook, and Global Portfolio Strategy, a monthly snapshot of LPL Financial Research’s views on the equity and fixed income markets.

Mr. Buchbinder earned his MBA with a concentration in finance from Duke University, and a BA from Northwestern University in economics. He received the Chartered Financial Analyst designation in 2001 and is also a member of the CFA Institute.

"Simple Safeguards: How to Stay Safe from Identity Theft and Cybercrime" presented by Jeff Lanza, Retired FBI Special Agent

Wednesday, December 9, 2020 4:00 PM, Pacific Daylight Time

Identity Theft and Cyber Fraud are at an all time high today. The Coronavirus Pandemic has given cyber criminals new material and methods to try and take advantage of new vulnerabilities. In this presentation, we will learn how to protect your identity, your computer, and how to recognize these new threats.

Our guest speaker, Jeff Lanza, was an FBI Special Agent for over 20 years, during which he investigated cybercrime, organized crime, human trafficking, and terrorism. Jeff has lectured at Harvard and Princeton Universities and written two books. He is featured in a Netflix documentary about the FBI and he often appears on national television news programs where he talks about the growing threat of cybercrime.

"Visualize Retirement" presented by Courtney Vollbracht, QPFC, Regional Sales Specialist, T. Rowe Price Investment Services, Inc.

Wednesday, December 9, 2020 4:00 PM, Pacific Daylight Time

There are two sides to retirement. Most people have made plans for the financial aspect of retirement but very few have made plans for the emotional aspect of retirement. In this presentation, we will discuss what having a retirement vision means, how creating a retirement vision can help you and elements to consider while creating your vision. 

Because a vision alone is not enough, we will also discuss steps you can take today to make sure that you can spend your retirement years doing what you want to do.

Our guest speaker, Courtney Vollbracht, is a Regional Sales Specialist in the U.S. Intermediaries—Retirement Group at T. Rowe Price. Courtney holds a B.A. in Business from the University of Colorado and has earned the Qualified Plan Financial Consultant (QPFC) credential. With nearly 15 years in the financial industry, she provides creative, thought provoking topics to help advisors and their clients work in tandem to achieve the client's goals and fulfill their vision.

"Transferring Risk in a Volatile Market" A Discussion with Alison Fleming, CFP® & Jason Pacheco

Wednesday, November 11, 2020 4:00 PM, Pacific Daylight Time

An Annuity? What's that? How do they work? How much do they cost? When are they appropriate? What are the pros and cons?

These questions and more will be answered in a live online discussion between Alison Fleming, CFP® and Jason Pacheco. We will talk about the major risks to a retirement portfolio and three possible ways to handle these risks. We will take a look "under the hood" to show you how annuities really work.

Jason Pacheco, Regional Vice President with Jackson National Life Distributors LLC, has been in the financial service industry since 2004. He holds a Bachelor’s degree in Political Science from the University of Northern Colorado. As Regional Vice President, he provides insight into the latest financial products and industry trends, utilizing the knowledge he gained while serving in various roles within the company to provide an in-depth perspective informed by experience.

“Brainworks - Simple Solutions For Staying Sharp" presented by Lindsay Troxell, Director, Knowledge Labs™ Professional Development

Wednesday, October 28, 2020 4:00 PM, Pacific Daylight Time

Have you ever heard of brain drain? Just like the body requires consistent physical training to stay strong and perform at its best, the brain must also be exercised to remain in top shape. We can change the way we multitask and manage stress, but time marches on and we are all getting older.

In this presentation, Ms. Troxell will share ideas on how to enact habits that promote healthy brain function. She will begin by going over the basics of brain and physical health, and help you assess your current state with a short survey. You'll experience flexibility training in action and will learn how to design your own training plan to build cognitive fitness.  

Lindsay Troxell is the Director of Knowledge Labs™ Professional Development at Janus Henderson Investors and holds a BBA degree in entrepreneurship and organizational development from Babson College. With 13 years in practice management, training, consulting, and coaching, and 17 years in the financial industry, Ms. Troxell leverages her experience to bring insight and intentional disruption ideas to her audience.

“Speaking of Markets - You can’t predict the future, but you can prepare for it” presented by Katrina Jacobs, Vice President, Regional Investment Consultant, T. Rowe Price Investment Services, Inc.

Wednesday, October 14, 2020 4:00 PM, Pacific Daylight Time

We are living in unprecedented times...or are we? We have a pattern of always thinking “this time it’s different” – but the world has been "different" many times in the past. When a crisis happens, there is a natural impulse to act, however, immediate action may not always be the best response.

Many people are spending more time listening to the news, which by definition, is focused on what is happening right now, rather than putting things into perspective. Reflecting on what is most concerning to you can help you determine an appropriate response. In this presentation, we will spend some time taking a step back from the headlines and will share a few ideas about how to manage to the other side.

Katrina Jacobs, Vice President and Regional Investment Consultant with T. Rowe Price Investment Services, Inc. holds a B.S. in Business Administration from the University of Southern California. Katrina joined T. Rowe Price in 2016. Prior to her current role, she served as a Regional Vice President with Guggenheim Investments and has 12 years in the financial industry.

"2020 Election - 10 Truths No Matter Who Wins" featuring Eric Bowcock, CFP®, Vice President, Senior Advisor Consultant, Invesco

Wednesday, October 7, 2020 11:00 AM, Pacific Daylight Time

Coronavirus has upended the traditional cadence of an American presidential election year. 2020 is still an election year, however, and the campaigns will go on. While the election will have a momentous impact on the country, we caution investors from
drawing too many links to the world of investing.

Politics and investing are often spoken about in the same breath. But does the data support this link?

In this presentation, "10 Truths No Matter Who Wins the 2020 Election" we will hear from Eric Bowcock, Vice President, Senior Advisor Consultant at Invesco. Eric is a CERTIFIED FINANCIAL PLANNER™, and has been with Invesco (previously Oppenheimer Funds) since 2013.

"How Your Brain Can Keep You from Making Wise Financial Decisions" presented by P. Alison Fleming, CFP®, President, Lumena Financial Strategies, Inc.

Wednesday, September 23, 2020 4:00 pm, Pacific Daylight Time

Everyone deserves the opportunity to build a secure and comfortable retirement. However, it turns out that it’s actually a pretty tough thing to do. It seems our mind keeps getting in the way. How so, you ask? Five “mental roadblocks” — or cognitive processes — make retirement savings decisions rather challenging. In other words, five impediments essentially serve to make many of us our own worst financial advisor.

But what if you better understood these mental roadblocks? What would you be able to do with this new knowledge? More to the present, where would you even begin? Prepare for an engaging, interactive — even humorous — discussion about your brain and how it can manipulate the way you make financial decisions.

Alison Fleming, President of Lumena Financial Strategies is a CERTIFIED FINANCIAL PLANNER™ professional with over 31 years of experience with Waddell & Reed. She holds a bachelor's degree in Speech Communication with an emphasis in Interpersonal/Organizational Communication. Alison is committed to understanding how and why decisions are made so that she can best serve clients and guide them through the process of making thoughtful financial choices.

"The Road to Recovery" presented by Tom Hacker, Vice President, First Trust Portfolios

Wednesday, September 9, 2020 4:00 pm, Pacific Daylight Time

These are historic times. 2020 has presented investors with challenges and opportunities; however, volatility is not a recent phenomenon. History has shown that those who chose to stay the course were rewarded for their patience more often than not. Looking at the market’s overall resiliency through several major crises and events helps to gain a fresh perspective on the benefits of investing for the long-term. Tom Hacker's presentation, “The Road to Recovery” will address First Trust’s perspective on the current equity markets and their place in history.

"Energy for Performance - Elite Performance in Practice" presented by Lindsay Troxell, Director, Knowledge Labs™ Professional Development

Wednesday, August 26, 2020 4:00 pm, Pacific Daylight Time

Energy is required 24/7. In this presentation, Ms. Troxell will share ideas on how to manage energy, build constructive habits, and how to become fully engaged on a daily basis through understanding the impact of eating patterns, movement, and sleep.

“Social Security – The Choice of a Lifetime” presented by Doug Ewing, Vice President, Nationwide Retirement Institute

Wednesday, Aug 12, 2020 04:00 PM Pacific Time

Thank you for joining our online presentation "Social Security – The Choice of a Lifetime” on August 12th! We hope you found it informative and helpful. We realize the complexity of scheduling right now and appreciate you spending time with us. 

If any additional thoughts or questions come to mind please let us know. 

As promised, attached are two items. The first is the Fact Finder that you may fill out and send back to us to have your personal benefits evaluated. The second is a sample report like the one Doug presented during the webinar.

In order to fill out the Fact Finder you will need your current Social Security benefit numbers which you can obtain through registering at and accessing your current statement.

Social Security 360 Analyzer® Fact Finder

Sample Report

As a reminder, please do not send the Fact Finder via email without requesting a secure link from us. You may also fax it in to our office at (619) 295-9947 or upload it to your secure vault. Once received in our office, we will forward the information to Nationwide and let you know when the report is ready (generally within a week).

"Fine Tune Your Zoom" presented by Chris Scott, Virtual Stager, Makeup Artist/Trainer, Author

Wednesday, July 22, 2020 4:00 pm, Pacific Daylight Time

In this presentation, Chris Scott, Virtual Stager, Makeup Artist/Trainer, Best Selling Author demonstrated how to make your home-office video calls look less "home" and more "office." He shared how to turn your home office set-up into a video studio that projects your virtual credibility and confidence.

Thank you to all who attended!

"The SECURE Act - The Impact of New Legislation on Your Retirement" presented by Benjamin Barchey, Regional Vice President, Prudential Annuities®

Wednesday, July 8, 2020 4:00 pm, Pacific Daylight Time

Thank you to all clients and friends who attended! Benjamin Barchey, Regional Vice President at Prudential Annuities®, covered the key elements of the SECURE Act that went into effect in January of 2020. These changes reflect the first major retirement-related legislation since the passage of the Pension Protection Act of 2006 and significantly impact pre-retirees, retirees and beneficiaries. 

If you would like to be contacted to review how your retirement may be impacted, please send us an email at to schedule a virtual meeting.

For additional information, CLICK HERE to download our SECURE Act Brochure.

"SAFETYNET: SMART CYBER CHOICES®" presented by Wendy Waddell,  SafetyNet® Program Manager and Lead Presenter

Wednesday, June 24 , 2020 4:00 pm, Pacific Daylight Time

Thank you for joining our online presentation "SAFETYNET: SMART CYBER CHOICES®" on June 24th! We hope you found it informative and helpful. We realize the complexity of scheduling right now and appreciate you spending time with us. 

If any additional thoughts or questions come to mind please let us know. 

As Wendy mentioned, SafetyNet® is a nonprofit program, and as such, is reliant on funding from grants and private donations. If you are interested in supporting this program with a donation, you may do so by visiting

All events are for educational and/or entertainment purposes only. 
Waddell & Reed, Inc. is not affiliated with any other entities referenced.  
Waddell & Reed, Inc. is not responsible for any donations made to charities referenced.