Broker Check

Events & Webinars


Check back soon for live events!

Webinar Series

Every 2nd and 4th Wednesday!

"Mid-Year Outlook" presented by Dr. Quincy Krosby, Chief Equity
Strategist, LPL Research

Wednesday, August 10, 2022 at 11:00 AM PST

Interest Rates? Bear Market? Recession? Recovery? So far, 2022 has been an eventful year for investors and for the world. Join us for a live discussion where we will learn about what may come next.


Save the Date

Wednesday, August 24, 2022 - Topic TBA

Wednesday, September 14, 2022 - Topic TBA

Wednesday, September 28, 2022 - Travel Hacks II: Travel Like a Pro

Wednesday, October 12, 2022 - Topic TBA

Wednesday, October 26, 2022 - Topic TBA

Wednesday, November 9, 2022 - Topic TBA

Wednesday, December 14, 2022 - Holiday Entertaining

Past Live and Online Events

"Travel Hacks: Travel Smart and Spend Less" presented by Caresse
Vera, Creative Director, Lumena Financial Strategies and Irada
Bunyongtum, Experienced Globetrotter

Wednesday, July 27, 2022 at 4:00 PM PST

Thinking about planning a trip? Many people put their plans on hold during the pandemic and are now on the move! Airline fares are going up, flights
are being cancelled or delayed, and travelers are frustrated. Join us to learn how to avoid pitfalls and get the most out of your travel plans.

Irada Bunyongtum is not affiliated with or endorsed by LPL Financial or Lumena Financial Strategies.

"Education Planning: Dream, Learn, Save" presented by Joseph
Friedman, CFP®, 529 Specialist, Principal Global Investors

Wednesday, July 13, 2022 at 4:00 PM PST

Do you know the true cost of higher education? Tuition is just the tip of the iceberg and access to financial aid is getting harder to come by. In this presentation, we will explore different strategies available for education planning and talk about how they compare.

“Important New Trustee Requirements” a conversation with Craig Lambourne, Attorney at Law, Ewin Lambourne Law, APC and P. Alison Fleming, President, Lumena Financial Strategies

Wednesday, June 22, 2022 at 11:00 AM PST

Do you have a living trust or will you become someone else's trustee? There have been significant recent changes you need to consider. In this webinar, we will discuss the topic “Important New Trustee Requirements” with Craig Lambourne, Attorney at Law, Ewin Lambourne Law, APC and P. Alison Fleming, President, Lumena Financial Strategies.

“Are The Prices Right? Understanding Inflation: A Student of the
Market” presented by Tim Miller, Vice President and Market Leader
with BlackRock

Wednesday, June 8, 2022 at 4:00 PM, PST

There’s no escaping it, inflation affects almost everything we do as citizens, consumers and investors. Inflation is used to adjust income
payments such as social security and tax brackets, indicate the strength of the economy for fed policy, and adjust economic data
series for comparison of where we’ve been, and where we’re going.

In this presentation, we will focus on how to understand recent inflation and how it affects us as investors. We’ll talk about the recent spike in
inflation, why inflation was so low before, how the inflation might affect our portfolios and how to fight against it.

"Megatrends Own the Future" presented by Anna Verhaegen, iShares Product Strategist, BlackRock

Wednesday, May 11, 2022 at 11:00 AM PST

Have you ever heard of Megatrends? Megatrends are the long-term, transformational forces driving our global economy & society. In this presentation, we'll discuss technological breakthroughs, demographics & social change, rapid urbanization, climate & resource scarcity, and emerging global wealth.

Please join us to discuss the current landscape and how Megatrends influence BlackRock's investment decisions.

Anna Verhaegen and BlackRock are not affiliated with or endorsed by LPL Financial or Lumena Financial Strategies.

"Simple Safeguards: How to Stay Safe from Identity Theft and
Cybercrime" featuring Jeff Lanza, Retired FBI Special Agent

Wednesday, April 27, 2022 at 4:00 PM PST

Every 32 seconds, a hacker attacks someone online. Identity theft and cybercrime are constantly evolving. Staying ahead of the culprits and knowing how to how to prevent common threats is imperative. Join us and learn about the newest schemes involving identity theft, cyber fraud, social networking scams, tax refund fraud and payment fraud.

Jeff Lanza and The Lanza Group are not affiliated with or endorsed by LPL Financial or Lumena Financial Strategies.

<h2>Annual Shredding Event</h2>

Annual Shredding Event

Thank you to all who attended! We securely shredded 3000 pounds of confidential documents that will be recycled. We hope to see you again next year!

SATURDAY, APRIL 23, 2022 - 10:00 AM - 1:00 PM

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

To make an appointment, please contact Damion:
619.295.9930 (office) or

“Manage Your Tax Bill for 2022 and Beyond” presented by Alison
Fleming, President, Lumena Financial Strategies

Wednesday, March 23, 2022 at 4:00 PM PST

Are you losing hair over taxes? We can't help you with the hair but we CAN help you with some ideas to help manage your 2022 tax bill! Strategic planning is important to start early in the year. New changes to the tax code mean it's time to review your current tax strategy. To explore the options, we will discuss relevant tax issues and some ideas to help you manage your 2022 tax bill in advance.

"2022 Market Trends" featuring Kimberly A. Scott, CFA, Senior Vice President, Portfolio Manager for Ivy Investments, now part of Macquarie Asset Management’s Delaware Management Company

Wednesday, March 9, 2022 at 4:00 PM PST

Do you remember Kim Scott? Kim was the guest speaker at our in-person 2017 Trends Event and has agreed to join us again for a special presentation and discussion about the current financial environment, an outlook for 2022 and companies that comprise the middle of the market.

Kimberly A. Scott is a Senior Vice President and Portfolio Manager for Ivy Investments, now part of Macquarie Asset Management’s Delaware Management Company. She joined Macquarie Asset Management as part of the firm’s April 30, 2021 acquisition of the investment management business of Waddell & Reed Financial, Inc., the parent company of Ivy Investment Management Company.

Ms. Scott graduated from the University of Kansas in 1982 with a BS in Microbiology. She earned an MBA in Finance from the University of Cincinnati in 1987.

Ms. Scott served in various levels of research positions throughout her career affiliated with the following companies: Bartlett & Company, NBD Bank, Johnson Investment Counsel, Inc. and the University of Cincinnati Medical Center. Her primary responsibilities included fundamental analysis of companies and equities for mutual funds, separate accounts, and personal trusts. Through this experience, Ms. Scott provided sector coverage for consumer non-durables, technology, retail, food and beverage, and tobacco. Kim joined Waddell & Reed in 1999 as an equity investment analyst.

Ms. Scott is a CFA charterholder. She is a member of the CFA Institute and the Kansas City CFA Society.

Kimberly A. Scott and Ivy Investments are not affiliated with or endorsed by LPL Financial or Lumena Financial Strategies.

“The Long-Term Care Experience” with Elizabeth M. Ruch, Retired Financial Advisor & Alison Fleming, President, Lumena Financial Strategies

Wednesday, February 23, 2022 at 4:00 PM PST

"Confidence comes from being prepared." - John Wooden

While many may know the importance of having a Long-Term Care plan in place, there is often mystery around the actual claim process. In many cases, 20 years or more have passed between buying the policy and using the benefits—and in that time, the types of care and rules for new policies may have changed. So, how well do you know your policy? What should you be prepared for? These questions and many more will be discussed in this webinar.

Elizabeth Ruch retired in April of 2017 from a 36 year career as a financial advisor with Waddell & Reed. In 2013 Elizabeth was honored by her peers and the company, being nominated and chosen as the recipient of the “Seven C’s”. This award was given annually to one person within the company who epitomized the essential characteristics and ideals that embody the highest standards for Waddell & Reed.

Liz holds degrees from Virginia Intermont College and from Virginia Commonwealth University. She was a CERTIFIED FINANCIAL PLANNER™ practitioner from 1984 until her retirement. Since Liz's retirement, she has been volunteering with the Copley Price YMCA, enjoying her book club, and has recently activated her husband's long-term care policy. She wanted to share her personal experience in hopes that it would help others.

Elizabeth M. Ruch is not affiliated with or endorsed by LPL Financial and Lumena Financial Strategies.

“Sustainability: The new standard for investing” with Tanvi Pradhan, Director, Product Strategist, US iShares Sustainable ETFs, BlackRock

Wednesday, January 26, 2022 at 4:00 PM Pacific Time

What risks and opportunities has the investing world been missing? Traditional financial analysis may not give us the clearest view on its own. Sustainable investing is about incorporating a critical, additional lens when making investment decisions.

Maybe you have heard about sustainable investing, but don't know exactly what it is and how is it different than traditional investing. Tanvi Pradhan will be talking about how ESG analysis adds to traditional analysis, expanding the scope to evaluate a broad set of risks and opportunities facing companies. She will present three case studies along with opportunities for growth utilizing sustainable themes like clean energy.

Tanvi Pradhan, Director, is on the product strategy team for US iShares Sustainable ETFs, with a focus on education, content, and distribution. Before joining BlackRock, she led ESG and impact research, integration, and reporting for institutions and high net worth clients for Royal Bank of Canada's SRI Wealth Management Group.

Tanvi Pradhan and BlackRock Asset Management are not affiliated with or endorsed by LPL Financial Lumena Financial Strategies.

"2022 Market Outlook" featuring Wendy Lin, CFA, Vice President, Senior Market Strategist, Goldman Sachs Asset Management

Wednesday, January 12, 2022 4:00 PM Pacific Time

2022 promises to be a year that brings new opportunities and new challenges. To kick of our 2022 webinar series we have invited one of our new alliances to provide us with their market insights and what we might expect.

Goldman Sachs believes progress is everyone’s business. They are committed to education and provide numerous topics and ideas to help clients, shareholders and the communities they serve to grow. Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. 

Wendy Lin joined Goldman Sachs in 2015 as an Analyst/Associate and served as a Senior Market Strategist within Strategic Advisory Solutions prior to her promotion to Vice President in 2021. She is responsible for helping clients understand the macro* and market environment, and offering timely implementation ideas. Her areas of expertise include analyzing equity styles, valuation, and US pension trends.

Wendy earned a B.S. in Economics and Sociology from the University of Michigan and is a CFA Charterholder.

*macro environment is the broader business environment which affects businesses across industries and geographies.

Wendy Lin and Goldman Sachs Asset Management are not affiliated with or endorsed by LPL Financial Lumena Financial Strategies.

“How To Present a Memorable Holiday Meal” with Chris Scott, Virtual Stager, Makeup Artist/Trainer, Best Selling Author, Gourmet Chef and creator of Running Fork Comfort Catering

Wednesday, December 8, 2021 at 4:00 PM Pacific Daylight Time

It's not what you cook, rather, how you present it. Bring your A-Game to the Table this holiday season! Join us as we learn a few quick and delicious recipes along with entertaining tips.

Over the last year and a half, Chris Scott has been helping us behind the scenes on every webinar and you may remember him from one of our first webinars "Fine Tune Your Zoom". In addition to his talents in makeup and production, Chris is also a gourmet chef!

What, may you ask, is a Running Fork? Running Fork, whose motto is "Go Forth and Forkify" is the manifestation of Chris's amazing sense of humor.  He has taken the concept of the Running Fork and created a catering business in San Francisco where he is located and expanded his cooking classes to include an online experience that teaches you how to prepare wonderful food in your own home.

This is not a slideshow! This is a live cooking demonstration of excellent holiday food and drink. Those that register will receive the recipes so that they can follow along at home!

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

“Uncomfortable Conversations: Strategies & Tools To Help You “Fight Fair”” presented by Misty Cedrun, Former San Diego Police Lieutenant

Wednesday, November 10, 2021 4:00 PM, Pacific Daylight Time

Is it possible to get comfortable with uncomfortable conversations? We have all experienced disagreements whether in our personal lives or in the workplace. It's just a part of life! Join us as we learn to reframe our thoughts and improve our ability to effectively and peacefully resolve conflicts. The skills we will learn today will help pave the way for smoother conversations and better outcomes from disagreements.

Misty Cedrun retired from the San Diego Police Department in April of 2020 after serving for twenty-six years. She began her career in 1994 as a patrol officer working in the Mid City area. After several promotions, in March of 2013 Misty was promoted to the rank of Lieutenant and assigned to patrol operations in Northern Division. In August of 2014 she was transferred to an investigative assignment in the Domestic Violence Unit with collateral duties as the Director of the San Diego Family Justice Center.
In December of 2017, Lieutenant Cedrun was transferred to the Training Division. Her primary role was in the Leadership & Development Unit with collateral duties as the on-site manager for SDPD’s Tactical Training Center. Lieutenant Cedrun provided coaching/mentoring/promotional preparation/career mapping and executive development to all Department members.

Over the last twenty-five years, Misty Cedrun has received eleven “Commanding Officer Citations,” one “Exceptional Performance Citation”, a “Special Commendation Award” from the US Attorney General in Washington D.C. for her “tireless efforts to protect children from sexual exploitation,” and a “Superior Public Service Award” from the Department Of The Navy for “twelve years of leadership, fund raising and volunteer work while supporting thousands of military families during Operation IRAQI FREEDOM and the Global War on Terrorism.”

Misty Cedrun is not affiliated with or endorsed by LPL Financial and Lumena Financial Strategies, Inc.

“The Road to Recovery” presented by Tom Hacker, Vice President, First Trust Portfolios

Wednesday, October 27, 2021 at 4:00 PM, Pacific Daylight Time

As we navigate through the fourth quarter of 2021 and look forward to the beginning of a new year, we reflect on the historic events that have taken place over the last couple of years.  What are the things that are really important? First Trust has assembled a recovery tracker that compiles data from various areas to help us sort through the overwhelming amount of information available.  We'll talk about the economy and the financial markets and allow you to participate in the discussion.

Tom Hacker has been Vice President of First Trust Portfolios since 2014. Prior to joining First Trust, Tom was a Regional Vice President at Invesco, Van Kampen Investments, having started his career in consumer finance with Wells Fargo Financial where he helped clients understand consumer debt.

Tom will address First Trust’s perspective on where we are on the road to recovery and where we are going from here.

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

Family Wealth Management: Generational Wealth Conversations” presented by John Wadsworth, Director, MFS Fund Distributors, Inc.

 Wednesday, October 13, 2021 4:00 PM, Pacific Daylight Time

Family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what we think is important AND how to avoid damaging our children's relationships with each other.

We have a perception that family wealth discussions are all about trusts, tax strategies and insurance policies. Rather, those are just tools your investment professional might use to help you try to achieve your family wealth transfer goals.

The real purpose of a family wealth conversation is to affect the impact you have on your family and community, both now and after you're gone. In this presentation, we will discuss ideas and tools that are available to help you, so that your family has significantly more success when the time comes.

John G. Wadsworth is a director for MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). 

John began his career in the financial services industry in 1995 and joined MFS in 2001, serving as regional sales representative and business development manager before being named regional manager in 2004. He became an external wholesaler in 2005 and served as a regional manager and regional vice president before assuming his current role.

“Charitable Gifting: A Creative Solution for Large IRA’s” presented by Craig Horner, CFP®, ChFC®, CAP®, BFA™, Senior Financial Planning Consultant, West Division, LPL Financial

Wednesday, September 29, 2021 at 4:00 PM Pacific Daylight Time

Many questions have arisen as a result of our webinar held in August on the topic of Inherited IRA's. In this discussion, we will talk about creative ways to stretch and protect non-spousal inherited IRA's. Our guest speaker is Craig Horner, who will present an example of using charitable gifting as a possible solution.

Craig joined the financial services industry over 30 years ago. He has served three terms on the Board of Directors for the International Association of Financial Planning and has been a member of the Planned Giving Roundtable since 1989. He has also served on the Board of Directors for Planned Giving for ten charitable organizations and was the Board President for the Southern Caregiver Resource Center.

Upon joining LPL Financial in 2012, Craig became a member of the Financial Planning team and is currently a Senior Financial Planning consultant for the West division. His focuses include estate and business planning, helping clients establish charitable trusts, family foundations, ILITs, GRATs, and FLPs. Having a special needs child, Craig is an expert in special needs trusts. He also has experience with qualified plans, executive compensation arrangements, end-of-life planning, and maximizing the transfer of assets to succeeding generations.

Craig received the Mentzer Academic Scholarship to study Math and Music at the University of Iowa and subsequently taught computer music at the college level. He holds his Certified Financial Planner (CFP®), Chartered Financial Consultant (CFC®), Chartered Advisor in Philanthropy (CAP®) and Behavioral Financial Advisor (BFA™) designations.

“Insurance for Different Stages of Life” presented by Alison Fleming, President, Lumena Financial Strategies

Wednesday, September 15, 2021 4:00 PM, Pacific Daylight Time

September is Life Insurance Awareness Month! With that in mind, we have selected the following presentation and encourage you to extend an invitation to your family and friends by forwarding this email.

Our Topic: Insurance for Different Stages of Life: By Helping Secure Your Future, Life Insurance Can Provide Peace of Mind

There are no guarantees in life, but including life insurance as part of your financial plan can bring you peace of mind, reassuring you that your loved ones will be provided for financially if something happens to you. By attending this free webinar, you’ll get an overview of different life insurance options, and how they can be applied at different stages of life.

There can be no guarantees or assurances that the strategies and techniques discussed are suitable for all investors, or that they all will yield positive outcomes. Investing involves risks that can include possible loss of principle.

“Inherited IRA's: New Rules & Important Things You Should Know” presented by Jeannette Kelbaugh, EA, Owner, Kelbaugh Tax Service & Stephanie Matticks, EA, President, Office of Geri and Stephanie

Wednesday, August 11, 2021 4:00 PM, Pacific Daylight Time

Have you heard about the new Inherited IRA rules? If not, you are not alone! The SECURE Act was a game changer for both IRA owners and their beneficiaries. The rules are complicated so in this presentation our speakers, Jeannette Kelbaugh, EA and Stephanie Matticks, EA, will discuss the key points you need to know.

Jeannette Kelbaugh brings 40 years of banking industry experience and 20 years of tax preparation experience together on behalf of her clients. She is an Enrolled Agent (EA) and has a full time tax practice in San Diego, CA. Jeannette recently joined forces with Stephanie Matticks, her co-presenter.

Stephanie Matticks is also an Enrolled Agent (EA) with over 23 years of experience in a variety of areas of taxation. Her company offers a full range of tax services: Tax preparation for Individuals, Small Businesses, Trusts, Payroll, Collection Issues, Audits and Tax Planning.

Jeannette Kelbaugh and Kelbaugh Tax Service are not affiliated with or endorsed by LPL Financial and Lumena Financial Strategies. Stephanie Matticks and The Office of Geri and Stephanie are not affiliated with or endorsed by LPL Financial and Lumena Financial Strategies.

“Market Intelligence
” featuring Matthew Miskin, CFA, Co-Chief Investment Strategist with John Hancock Investment Management.

Wednesday, July 28, 2021 12:00 PM, Pacific Daylight Time

In this presentation, Matthew Miskin, CFA, will talk briefly about John Hancock Investment Management and their approach to investing. He will review what they are hearing from their network as it relates to U.S. equities, international equities, and fixed-income asset classes over the next 12 to 18 months. Additionally, he will cover some themes that he believes are worth considering at the overall portfolio level.

Matt delivers timely market and economic insight to financial advisors and institutional investors across the country. He has been featured on CNBC, Bloomberg TV and Bloomberg radio and is quoted frequently in the financial press, including the Wall Street Journal, Barron’s, and MarketWatch.

Matt is responsible for developing John Hancock’s flagship quarterly market outlook, Market Intelligence. In doing so, he leads the firm’s investment counsel, who sets the 12-18 month asset allocation views across markets. The process combines insights from John Hancock’s wide variety of managers, macro analysis, and bottom-up fundamental trends.

Prior to joining John Hancock Investment Management in 2014, Matt was a manager due diligence analyst at LPL Financial Research. He earned a B.S. in Finance from Elon University, an M.B.A. from Babson College, and holds the Chartered Financial Analyst designation.

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