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Events & Seminars

Please call the office at (619) 295-9930 if you are interested in attending any of our upcoming events and an invitation with details will be sent to you!

February 29, 2020 - A Plan For All Seasons

10:00am - Ayres Hotel, Manhattan Beach, CA

Download the 2/29/2020 Event Invitation

February 19, 2020 RESCHEDULED TO

Tuesday, March 24, 2020 - Annual Trends Event

6:15pm - Morgan Run Club & Resort, Rancho Santa Fe, CA

Formal Invitation To Come - RSVP Required

April 25, 2020 - Annual Shredding Event

10:00am - 1:00pm - 4679 Vista Street, San Diego, CA 92116

Formal Invitation To Come - Open to Public

Please check back soon for more 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, August 17, 2019 | Los Angeles Event

Thank you to everyone that was able to join us! We had a great time and hope you enjoyed the content!

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!