Events & Webinars

LIVE EVENTS


Check back soon for our next live event!

MONTHLY WEBINAR SERIES

"Managing the Taxes on Your Retirement Income" presented by Doug Ewing, JD, CFP®, RICP®, Vice President, Insights & Solutions Field Team, Nationwide Retirement Institute

Wednesday, February 28, 2024 at 4:00 PM PST

Did you know that having diverse retirement income sources may help you pay less tax? Many of our clients are actively exploring strategies to reduce their tax obligations. Understanding the nuances of retirement income taxation is crucial for a well-informed tax strategy, and while we do not prepare taxes at Lumena Financial, we often have tax planning conversations with our clients and their tax professionals. 

The Nationwide Retirement Institute is a division of Nationwide dedicated to providing thought leadership and education on a variety of financial planning topics. Their research offers insights and actionable solutions to help consumers in their critical moments. 

We invite you to join us for an informative session on how retirement income is taxed and how you can make informed choices to enhance your overall tax approach. Guests are welcome so please share this invitation with your family, friends and people you care about.

Doug Ewing and Nationwide are not affiliated with or endorsed by LPL Financial and Lumena Financial Strategies. 

These resources are for informational purposes only and are not a replacement for real-life advice. Please make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

REGISTER
Monthly Webinar Series - Save the Date!

Monthly Webinar Series - Save the Date!

2024

Wednesday, March 27, 2024

Wednesday, April 24, 2024

Wednesday, May 22, 2024

Wednesday, June 26, 2024

Wednesday, July 24, 2024

Wednesday, August 28, 2024

Wednesday, September 25, 2024

Wednesday, October 23, 2024

Wednesday, November 13, 2024

Wednesday, December 11, 2024

New Client Webinar Series

This series of webinars is designed for clients that are new to the Lumena Financial team. Registration will open two weeks prior to each respective webinar date.

“A Peek Behind the Scenes: What We Do So You Don't Have To” a conversation with P. Alison Fleming, President and Britt Stephens, Vice President, Lumena Financial Strategies

Wednesday, March 13, 2024 at 4:00 PM PST

Have you ever wondered what we are doing when we are not meeting with you? Have you ever wondered about what we look at when we are building our recommendations? Questions like these come up frequently, especially during volatile markets. Join us for your very own behind the scenes experience! We welcome guests and invite you to share this invitation with your family, friends and people you care about.

REGISTER
New Client Webinar Series - Save the Date!

New Client Webinar Series - Save the Date!

2024

Wednesday, April 10, 2024

Wednesday, May 8, 2024

Wednesday, June 12, 2024

Wednesday, July 10, 2024

Past Live and Online Events

"2024 Market Outlook: A Turning Point" presented by Dr. Quincy Krosby, Chief Global Strategist, LPL Research

Wednesday, January 24, 2024 at 4:00 PM PST

Inflation? Recession? Recovery? 2023 was an eventful year for investors and for the world. Join us for a live discussion where we will learn about what may come next in 2024. Those of you who joined us in January for our 2023 Market Outlook will remember our guest speaker, Quincy Krosby, who has generously agreed to join us again.

WATCH WEBINAR REPLAY

“Making Merry” with Chris Scott, Virtual Stager, Makeup Artist/Trainer, Gourmet Chef and creator of Running Fork Comfort Catering and Ed Alter, CEO of SpeechSkills, AKA "Game Master"

Wednesday, December 13, 2023 at 4:00 PM PST

'Tis the season to unleash your inner culinary rockstar! Get ready for a live cooking extravaganza that'll turn your holiday dinner into a feast fit for royalty. We're not just cooking; we're putting the "ha-ha" in holiday with games you can play at the dinner table.  Join us, where the only thing better than the food is the laughter – because who said cooking can't be the main course and entertainment the dessert? Let the culinary hilarity commence! 

Chris Scott, Running Fork Comfort Catering, Ed Alter, and SpeechSkills are not affiliated with or endorsed by LPL Financial Lumena Financial Strategies.

WATCH WEBINAR REPLAY

A Special Tribute in Honor of Michael L. Warkentin

Saturday, November 18, 2023 at 10:15 AM PST

Please join us for a virtual meeting on Saturday, November 18th to remember our friend and colleague, Michael L. Warkentin. Michael was a very special part of our family and his sisters have given permission for us to show his short film, “Altitude, Not Attitude - The True Life Story of Michael Warkentin a Documentary by Magi Avila”.

In true Michael fashion, he writes, “My message to you is, do not wait to follow your heart’s desires. Life is short and if you do not get what you need, it is your own fault. Spend time envisioning what you really want out of life. Concentrate on every detail of the life you desire and figure out what steps are needed to reach those goals.”
~ Michael Warkentin

While local clients may remember us from the Torrance office, we realize that this may be your first introduction to our team. We hope that you will join us with positive memories as we celebrate Michael’s life.

"Caring for Parents - How to Navigate a Healthcare Crisis" a discussion with Jarvis Mueller and Tiffany Strangman, Directors of Homecare and Placement Services, 1st Meridian Care Services

Wednesday, November 15, 2023 at 4:00 PM PST

In keeping with the November theme of Long-Term Care Awareness month, we invite you to join us for an insightful webinar. In an era of shifting healthcare landscapes and evolving personal needs, understanding and preparing for long-term care is more crucial than ever.

Jarvis Mueller, Tiffany Strangman, and 1st Meridian Care Services are not affiliated with or endorsed by LPL Financial and Lumena Financial Strategies.

WATCH WEBINAR REPLAY
Holiday Open House & Toy Drive

Holiday Open House & Toy Drive

November 10, 2023

Thank you to all who supported our Toys for Tots toy drive this year. Your contributions helped us set a new record of 139 toys collected! Your generosity truly embodies the spirit of the season and has made a significant impact on local families here in San Diego. We wish you a holiday season filled with warmth and joy!

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Toys for Tots is not affiliated with or endorsed by LPL Financial and Lumena Financial Strategies.

Meet the Team: A Virtual Introduction for Michael Warkentin's Clients

Wednesday, November 8, 2023 at 4:00 PM PST

On October 3rd we mailed a letter to all clients regarding the transition of our team into the role of your new Financial Advisors after the unexpected passing of Michael Warkentin. If you have not received your letter yet, please be patient, sometimes the mail is slow. Your account information is gradually being transferred over to us but some companies take longer than others to complete the process. One of our initial goals is to make sure that we have the correct beneficiary information on all accounts and that we know who is involved with your household.

Your goals were at the heart of Michael's business and now they are the heart of ours. We look forward to learning more about the life you’re creating so we can support you in the best possible way.

To that end, we would like to invite you to join us for a virtual introduction to our team and to answer as many questions as we can.

"SAFETYNET: SMART CYBER CHOICES®" Presented by Wendy Waddell, SafetyNet® Program Manager, San Diego Police Foundation

Wednesday, October 25, 2023 at 4:00 PM PST

In today's interconnected world, it's crucial for parents and guardians to equip themselves with the knowledge to safeguard their children from common scams and hacker tricks lurking in the digital realm. During this informative session, our speaker will delve into the intricacies of online security, equipping you with the tools and insights needed to guide your children toward safe internet practices.

This version of the program is designed for adults, however, the curriculum is available in age appropriate versions for schools and community organizations.

Wendy Waddell and SafetyNet® are not affiliated with or endorsed by LPL Financial or Lumena Financial Strategies.

“Generative AI: The Next Computing Platform” presented by Devan O'Dowd, CETF®, Regional Director, Global X ETFs

Wednesday, September 27, 2023 at 4:00 PM PST

Have you ever heard of ChatGPT? For better or for worse, ChatGPT is just one platform that has recently been in the news representing the evolution of Artificial Intelligence, the roots of which go back to 1956 when the term was coined at the Dartmouth Conference. The idea was that we could create machines that think like humans and can perform tasks that typically require human intelligence. 

Whether we know it or not, Artificial Intelligence (AI) has become an integral part of our daily lives, evolving at an astonishing pace and revolutionizing the way we approach problems and make decisions. Please join us for a live discussion about the future opportunities for growth based on this rapidly evolving technology.


Devan O'Dowd and Global X ETFs are not affiliated with or endorsed by LPL Financial or Lumena Financial Strategies.

“Everyone Needs An Estate Strategy” a conversation with Craig Lambourne, Esq., Attorney at Law, Ewin Lambourne Law, APC and P. Alison Fleming, President, Lumena Financial Strategies

Wednesday, August 23, 2023 at 4:00 PM PST

Did you know that the government has an estate plan for you? While the laws are different in each state, the concept is the same. The probate code in your state of residence determines who receives assets unless you have a document that says something different. And there are many pitfalls along the way that we think you should know about whether or not you feel you've got it covered. It doesn't matter how much or how little money you have, you still have an estate.

WATCH WEBINAR REPLAY

"Managing Healthcare Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care" presented by Miles Fleming, Executive Vice President, Lumena Financial Strategies

Wednesday, August 9th at 4:00 PM PST

Confused by Medicare? You're not alone. Join us for a live discussion where we will learn about the enrollment process, the different kinds of Medicare plans that are available and the importance of planning for healthcare costs in retirement.

WATCH WEBINAR REPLAY

“The Road Ahead: Navigating Inflation, Rising Rates & Volatility” presented by Tom Hacker, Vice President, First Trust

Wednesday, July 12, 2023 at 4:00 PM PST

It's time for our mid-year outlook! Now that we are halfway through 2023, please join us as we reflect on the first six months of the year. The past is in the past and we can only look towards the future. As always, we are utilizing all the resources at our disposal to make changes and adapt as the environment evolves. 

We welcome guests and invite you to share this invitation with your family, friends and people you care about.

Tom Hacker and First Trust are not affiliated with or endorsed by LPL Financial and Lumena Financial Strategies.

“Social Security: The Choice of a Lifetime” presented by Doug Ewing, JD, CFP®, RICP®, Vice President, Insights & Solutions Field Team, Nationwide Retirement Institute

Wednesday, June 28, 2023 at 4:00 PM PST

Filing for Social Security benefits is one of the biggest financial decisions you’ll make. That's why it could be considered a choice of a lifetime. How and when you file could substantially increase your annual benefit. We have invited Doug Ewing from the Nationwide Retirement Institute to join us as a returning speaker. Doug will present updates and strategies to help educate you so that you can make the choice that fits with your overall retirement income plan.

The Nationwide Retirement Institute is a division of Nationwide dedicated to providing thought leadership and education on a variety of financial planning topics. Their research offers insights and actionable solutions to help consumers in their critical moments.

We welcome guests and invite you to share this invitation with your family, friends and people you care about.

Doug Ewing and Nationwide Retirement Institute are not affiliated with or endorsed by LPL Financial Lumena Financial Strategies.

WATCH WEBINAR REPLAY

“A Peek Behind the Scenes: What We Do So You Don't Have To” a conversation with P. Alison Fleming, President and Britt Stephens, Vice President, Lumena Financial Strategies

Wednesday, April 26, 2023 4:00 PM, Pacific Daylight Time

Have you ever wondered what we are doing when we are not meeting with you? Have you ever wondered about what we look at when we are building our recommendations? Questions like these come up frequently, especially during volatile markets. Join us for your very own behind the scenes experience!

We welcome guests and invite you to share this invitation with your family, friends and people you care about.

Annual Shredding Event

Annual Shredding Event

Thank you to all who attended! We securely shredded 2800 pounds of confidential documents that will be recycled. We hope to see you again next year!

SATURDAY, APRIL 22, 2023 - 10:00 AM - 1:00 PM

In honor of Earth Day, Lumena Financial Strategies hosted another annual shredding event with Green Shredding, an eco-friendly local company that recycles 100% of the shredding by-product collected. 

“Annuities in a Volatile Market” a discussion with Jason Pacheco, Regional Vice President, Jackson National and P. Alison Fleming, President, Lumena Financial Strategies

Wednesday, March 22, 2023 at 4:00 PM PST

As we enter 2023, many people have had questions about how to handle market volatility as they approach retirement. The sequence of returns matters, timing matters, and making sure that your portfolio is structured to support your lifestyle no matter what. We have invited one of our annuity partners to join us for an open discussion about how annuities work and how they might provide protection for you and your family.

Jason Pacheco and Jackson National are not affiliated with or endorsed by LPL Financial Lumena Financial Strategies.

Have a Question?

Thank you!
Oops!