Broker Check

Events & Webinars

NEW Webinar Series!

Every 2nd and 4th Wednesday!

“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.

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“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.

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Events are for educational purposes only. 
Waddell & Reed is not affiliated with Janus Henderson, Knowledge Labs™ Professional Development, or T. Rowe Price.

Past Online Events

"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 www.ssa.gov/ 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 lumenafinancial@wradvisors.com 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 smartcyberchoices.org/donate/

Waddell & Reed, Inc. is not affiliated with any other entities referenced.  Waddell & Reed, Inc. is not responsible for any donations made. 


"Ivy Amongst the Weeds" - A Market Update from Ivy Funds

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

Thank you for joining our online presentation "Ivy Amongst the Weeds" on June 10th! We hope you found it informative and helpful. We realize the complexity of scheduling right now and appreciate you spending time with us. 

"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


Thank you for joining our very first online presentation "Managing Stress for Success" on May 27th! We hope you found it informative and helpful. We realize the complexity of scheduling right now and appreciate you spending time with us. 

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!

  



Waddell & Reed and Ivy Funds are affiliated firms.  They are not affiliated with any other entities referenced.  (08/20)