Check back soon for live events!
Every 2nd and 4th Wednesday!
Wednesday, December 14, 2022 - Holiday Entertaining
2023 Dates TBA
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, flightsare 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.
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 incomepayments such as social security and tax brackets, indicate the strength of the economy for fed policy, and adjust economic dataseries 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 ininflation, 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.
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 email@example.com
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.
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.
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.
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.
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.
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.
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.
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.