Events & Webinars

Wednesday, April 26, 2023 at 4:00 PM PST
Wednesday, May 24, 2023 at 4:00 PM PST
Wednesday, June 28, 2023 at 4:00 PM PST
Wednesday, July 26, 2023 at 4:00 PM PST
Wednesday, August 23, 2023 at 4:00 PM PST
Wednesday, September 27, 2023 at 4:00 PM PST
Wednesday, October 25, 2023 at 4:00 PM PST
Wednesday, November 8, 2023 at 4:00 PM PST
Wednesday, December 13, 2023 at 4:00 PM PST

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.

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

The SECURE 2.0 Act is now law. The legislation provides a slate of changes that could help strengthen the retirement system—and Americans' financial readiness for retirement. From RMDs to student debt, the new law has something for everyone. Join us to learn what this new law may mean for you.

Wednesday, February 8, 2023 at 11:00 AM PST

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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

Inflation? Bear Market? Recession? Recovery? 2022 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 2023. Those of you who joined us in August for our mid-year outlook will remember our guest speaker, Quincy Krosby, who has generously agreed to join us again.

Wednesday, December 14, 2022 at 4:00 PM PST

Bring your A-Game to the table this holiday season! Chris Scott returns with a live cooking demonstration to show us how to easily elevate a dish with stocks, sauces, and gravies. He will also share a few quick and delicious recipes and entertaining tips.

Over the last two years, 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" and last year's cooking demonstration featuring the crab stack and Spicy Noni cocktail. 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 more than 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.

This webinar was recorded and can be viewed online here -> Holiday Entertaining: Stocks, Sauces, and Gravies

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

According to the Financial Times, U.S. Home Mortgage rates have topped 7% for the first time since 2001, however, according to CNN, an updated forecast from the Mortgage Bankers Association indicates they may drop significantly by late 2023. How should we be thinking about this? Join us to learn from an expert!

This presentation is educational only. No specific products will be discussed. David Guelff and ACC Mortgage Lending are not affiliated with or endorsed by LPL Financial and Lumena Financial Strategies.

Wednesday, October 12, 2022 at 4:00 PM PST

Good job! Since our last presentation by Jeff Lanza in April, we have heard many stories about how our clients have avoided being victims of cybercrime. However, identity theft and cybercrime are constantly evolving. Staying ahead of the culprits and knowing how to prevent common threats is imperative. Join us for a refresher and a focused discussion about the newest schemes and how to stay safe. 

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

Wednesday, September 28, 2022 at 4:00 PM PST

Thinking about planning a trip? If you joined us last time, you learned how to avoid pitfalls and get the most out of your travel plans. This time we will talk about ways to anticipate the unexpected, take advantage of technology and gear designed to protect you and, ultimately, enhance your travel experience.

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

Wednesday, September 14, 2022 at 4:00 PM PST

Have you set up your estate plan yet? Many people think that their estate plan is just about the documents. What about the personal conversations and the decisions families need to make when a loved one is approaching the end of life?

Please join us for this rare opportunity to learn from Dr. Keith L. Klein, a leader in the medical profession, who will touch on the cost of terminal care both emotionally and financially, how to tell when to "pull the plug," and where the conflicts of interest lie. Additionally, he will talk about the importance of a little known medical directive form, the POLST form, that is not normally included in your attorney's estate planning documents. 

Dr. Keith L. Klein and Cedars Sinai Medical Center are not affiliated with or endorsed by LPL Financial and Lumena Financial Strategies.

Wednesday, August 24, 2022 at 4:00 PM PST

Have you ever thought about how the cost of healthcare impacts your retirement? It's not just medical insurance. Prior to retirement many people rely on employer sponsored benefits, however, once you retire you are on your own.

Medicare is our country's health insurance program for people age 65 or older and younger people receiving Social Security disability benefits. The program helps with the cost of health care, but it doesn't cover all medical expenses or the cost of most long-term care. In this presentation, we will discuss:

- Medicare Enrollment
- Medicare and Private Insurance
- Planning for Higher Healthcare Costs

Join us for a discussion on how to plan now to make sure that you have the flexibility to control the type and quality of care you will receive in retirement without breaking the bank.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.