"Habits, Environment, and the Patterns That Shape Us" presented by Megan Goodrich, Recovery Coach & Board Member, SMART Recovery USA
Wednesday, May 25, 2026, 4:00 PM, Pacific Daylight Time

We invite you to join us for our upcoming May webinar, where we will explore how everyday habits, environments, and routines can influence behavior and decision making over time.

During this session, we will: 

• Explore how routines, environments, and relationships can influence daily behaviors
  
• Discuss how patterns and habits develop over time
  
• Introduce the concept of excess beyond traditional definitions
  
• Share practical ways to build awareness of everyday patterns

This webinar is designed to be educational and informative, with practical takeaways you can apply over time.

Megan Goodrich and SMART Recovery USA are not affiliated with or endorsed by LPL Financial and Lumena Financial Strategies.

Wednesday, April 22, 2026 at 4:00 PM PST

April is Financial Literacy Month, a time dedicated to building awareness and encouraging ongoing education around financial topics. 

We invite you to join us for an upcoming webinar focused on practical ways to expand your knowledge and better understand how to protect your
personal information in today’s digital environment.

During this session, we will: 
🔵 Share our Financial Literacy Hub and how it can be used as a resource for individuals and families
🔵 Explore common types of cybercrime and identity theft
🔵 Share an overview of how our team approaches protecting client information
🔵 Provide general tips you can use to help safeguard your personal and financial data 

This webinar is designed to be educational and informative, with practical takeaways you can apply over time.

Wednesday, March 25, 2026 at 4:00 PM PDT 

The financial markets continue to evolve as economic conditions, policy decisions, and global events influence investor sentiment.

Join us for an educational discussion focused on the current market environment and perspectives on the year ahead.

Wednesday, February 25, 2026 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 or Lumena Financial Strategies.

Wednesday, January 28th at 4:00 PM, PST

Resilience isn’t just a mindset. It’s a skill that can shape how we navigate financial decisions, especially in times of change. Join us for a thoughtful conversation exploring how small shifts in behavior and perspective can help individuals respond more effectively to uncertainty.

What you’ll learn:
🔹The role of resilience in financial decision-making
🔹How emotional responses and common biases can influence outcomes
🔹Practical strategies to strengthen adaptability and long-term focus

Tamara Rose and State Street Global Advisors are not affiliated with or endorsed by LPL Financial or Lumena Financial Strategies.

Wednesday, February 25, 2026 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 or Lumena Financial Strategies.

Holiday gatherings can bring people together in meaningful ways, and a little planning can go a long way in helping everyone feel comfortable at the table. We invite you to join us for our next webinar with Chris Scott, who will be sharing practical ideas for hosting with care during the festive season.

In this session, Chris will walk through simple approaches that support guests with dietary restrictions, selective eating habits, or preferences for nonalcoholic beverages. This will be his fourth holiday-themed presentation with our team, and he will lead a live demonstration highlighting a few of the recipes he will share. All attendees will receive the recipes after the event.

Follow Up Recipes, As Promise!

18 Tasty Mocktails

Cran-Raspberry Martini Recipe

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

Wednesday, November 12, 2025 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.

Wednesday, October 22, 2025 at 4:00 PM PST

Did you know your tax return holds clues that could help optimize your financial plan? Many people focus only on filing, missing valuable insights that could reduce lifetime tax liability.

In this webinar, you’ll learn:
+ What tax planning is and how it differs from tax preparation
+ Why proactive tax planning matters for your overall financial picture
+ Who can benefit from a tax review
+ Potential planning opportunities, based on your needs

Getting started is simple; all you need is a copy of your most recent tax return. We’ll help identify potential planning opportunities and provide actionable insights to consider in your financial planning.

Our webinars are open to the public, but they are not advertised. Please feel free to forward this invitation to people you care about and who you think would benefit from joining this webinar!

Wednesday, September 24, 2025 at 4:00 PM PST

This session explores emerging technologies, including artificial intelligence (AI), robotics, clean energy, and healthcare advancements, that are shaping industries worldwide.

Key topics include:
🔹The evolution of AI infrastructure
🔹Energy demands of modern data centers
🔹Advances in genomics and tech-enabled health
🔹Electrification of mobility and power

Gain a deeper understanding of how these technologies are shaping industries, accelerating adoption cycles, and influencing global trends.

Wednesday, August 27, 2025 at 4:00 PM

In this fun and beginner-friendly session, Caresse shared practical ways to use AI in everyday life. From using AI to age-proof your brain to travel planning and even home and automotive repair, discover how ChatGPT can simplify and inspire.

Wednesday, July 23, 2025 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.

Wednesday, June 25, 2025 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 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. 

DOWNLOAD THE HANDOUT

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

Wednesday, May 28, 2025 at 4:00 PM PST

There’s more to keeping your brain sharp than crossword puzzles and Sudoku. With 47 million people worldwide affected by dementia, and that number projected to double in the next 20 years, understanding how to protect your cognitive health has never been more important. The good news? You have more control than you think.

Join us for an insightful session with Michael Lynch as he shares practical, science-backed strategies to help you boost memory, protect brain health, and lower your risk of dementia.

Michael Lynch and Hartford Funds are not affiliated with or endorsed by LPL Financial or Lumena Financial Strategies.

Wednesday, April 23, 2025 at 4:00 PM PST

April is Financial Literacy Month, and we’re celebrating with the launch of a brand new section of our Financial Literacy Hub called Mind & Money. This new addition was inspired by thoughtful questions from young adults looking for guidance on how to have more productive conversations about money, manage finances in a partnership, and better understand the psychology behind money behaviors.

To help kick off the launch, we’ve invited Marissa Force, Divisional Vice President at Corebridge Financial, to join us and share this special presentation. Marissa will walk us through why emotions influence investing decisions and how to identify them. Additionally, she will present practical ways to respond with awareness rather than simply reacting. Whether you're investing for yourself or guiding others through financial choices, her insights offer valuable perspective.

As always, this webinar is open to clients, friends, and community members. We encourage you to share the invitation with anyone who might benefit from attending.

Marissa Force and Corebridge Financial are not affiliated with or endorsed by LPL Financial or Lumena Financial Strategies.

Wednesday, March 26, 2025 4:00 PM PST

Retirement is often portrayed as the ultimate reward after years of hard work, but what if the story you’ve been told is missing some critical chapters? Beyond the financial plans and savings goals lies a more personal side of retirement that few people talk about, one that’s filled with unexpected challenges and opportunities.

Join us for an enlightening session where we’ll explore the surprising truths that can make or break your retirement experience.

Doug Lewis and Columbia Threadneedle are not affiliated with or endorsed by LPL Financial or Lumena Financial Strategies.

Wednesday, February 26, 2025 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.

Wednesday, January 22, 2025 at 4:00 PM, Pacific Daylight Time

Inflation? Recession? Recovery? 2024 was an eventful year for investors and for the world. Join us for a live discussion regarding what may come next in 2025.