Broker Check

Events & Seminars

NEW WebEx Event Series!

"Managing Stress for Success - Strategies to Help You
Better Prepare for and Respond to Stress"

Wednesday, May 27, 2020 4:00 pm, Pacific Daylight Time


This event requires registration. Please click the REGISTER
button below. After you register, you'll receive a confirmation
email message with instructions on how to join the event.

REGISTER

A Market Update from Ivy Funds

Wednesday, June 10, 2020 4:00 pm, Pacific Daylight Time


This event will require registration. Please contact us if you would like an invitation.

"Safety Net" an internet safety presentation from the San Diego Police Foundation

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


This event will require registration. Please contact us if you would like an invitation.

2020 EVENTS

For your safety and in compliance with California's Executive "Shelter In Place" Order, we have postponed the following events:

Tuesday, March 24, 2020 - Annual Trends Event - CANCELED

April 25, 2020 - Annual Shredding Event - CANCELED

We will provide an update once a new dates have been selected.


2019 EVENTS

November 1 - December 6, 2019 - Toys for Tots Collection

This year we collected 182 toys for San Diego families in need to be distributed this season by The Marines Toys for Tots Foundation. We want to thank everyone that donated for their kind generosity. We'd also like to thank Starbucks Marlborough & Adams and the Kensington Dental Group for collecting on our behalf. This was an incredible success and we look forward to participating again in the future!

Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Lumena Financial Strategies, Inc. is a separate entity from WRI. WRI is not affiliated with Starbucks Marlborough & Adams or Kensington Dental Group.



Sunday, September 8, 2019 | Annual Padres Baseball Event

Thank you to everyone that attended our client appreciation event this year! We had a wonderful time and were happy to see the Padres win! Here are some photos from the day.



Saturday, April 27, 2019 | Annual Community Shredding Event

Thank you to everyone that stopped by our event this weekend. We had a record turnout and nearly filled the shredding truck to capacity!

Green Shredding* estimated that we shredded 9000 pounds of confidential documents! We hope everyone enjoyed their time while here.

We look forward to seeing you all back again next year!

*Waddell & Reed is not affiliated with Green Shredding.


Wednesday, February 20, 2019 | Annual Trends Event

Thank you to everyone that attended! We had a wonderful time and enjoyed hearing from Bradley Klapmeyer as much as you did!

  



05/20