Broker Check

Events & Webinars

NEW Webinar Series!

“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

In this presentation, Doug Ewing will discuss how to optimize Social Security and will cover the basics including how monthly benefits can be affected by early or delayed filing, taxation of social security and how to identify your optimal filing method. He will also review spousal filing rules, surviving spouse benefits, divorced spouse benefits, benefits for dependent children and disabled individuals. Once selections are made, you cannot change your mind, so it is very important to get it right the first time!

REGISTER

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

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.

REGISTER

Past Online Events

"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)