Events & Webinars
Events & Webinars
LIVE EVENTS
Check back soon for our next live event!
WEBINAR SERIES
Monthly Webinar Series - Save the Date!
Wednesday, October 25, 2023 at 4:00 PM PST
Wednesday, November 15, 2023 at 4:00 PM PST
Wednesday, December 13, 2023 at 4:00 PM PST
Past Live and Online Events
“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.
"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.
“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.
“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
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.
“SECURE Act 2.0: A Brief Overview” presented by Alison Fleming, President, Lumena Financial Strategies
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.
"Managing Healthcare Expenses in Retirement" presented by Miles Fleming, Executive Vice President, Lumena Financial Strategies
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.
"2023 Market Outlook" presented by Dr. Quincy Krosby, Chief Global Strategist, LPL Research
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.
“Holiday Entertaining: Stocks, Sauces, and Gravies” with Chris Scott, Virtual Stager, Makeup Artist/Trainer, Best Selling Author, Gourmet Chef and creator of Running Fork Comfort Catering
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
"Current Mortgage Trends: Real Estate Lending Options In Today’s Market" a conversation with David Guelff & Alison Fleming
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.
"Simple Safeguards: How to Stay Safe from Identity Theft and Cybercrime" featuring Jeff Lanza, Retired FBI Special Agent
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