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May 2018

Michelle Lerman: Estate planning

May 24, 2018 @ 6:30 pm - 8:00 pm PDT
Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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June 2018

InnerWeaving: Getting Ready for the Life You’ve Imagined

June 28, 2018 @ 6:30 pm - 8:00 pm PDT
Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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Financial Planning is about creating a path to reach your personal goals. However, setting goals can be particularly difficult when you're in the midst of a major life transition. Lumina Financial Consultants is pleased to offer a unique opportunity for you to take a "time-out" to gain perspective. We will be welcoming Silvia Schroeder, who will lead us in a hands-on session of "Vision Weaving" to help participants create a new vision of the future. Vision Weaving is a guided…

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October 2018

Your Income Tax Questions Answered

October 25, 2018 @ 6:30 pm - 8:00 pm PDT
Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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Confused by the new tax law changes? You're not alone! Join us for an evening with tax expert, Lynne Wada, CPA of Fleischmann & Wada. Lynne will explain important changes and how they may impact our tax bills.

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May 2019

DIVORCE & SEPARATION WORKSHOP

May 8, 2019 @ 12:30 pm - 1:30 pm EDT
Serendipity Labs, 80 Theodore Fremd Avenue
Rye, NY 10580 United States
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Facing change?
Our workshop provides information and expertise to help you plan the transition

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Women, Wellness and Wealth

May 15, 2019 @ 6:00 pm - 8:00 pm PDT
Serendipity Labs, 80 Theodore Fremd Avenue
Rye, NY 10580 United States
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Our own wellness can take many forms - physical, mental and financial.  In our mission to support women through education and empowerment of their financial situation, we have brought together other female wellness experts to assist you. Bring along a friend and join us for a fun and informative evening which will have a short financial presentation and the opportunity to learn about all services provided by our wellness experts. Wine and cheese will be served. Your hosts: Patti Moores and…

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