InnerWeaving: Getting Ready for the Life You’ve Imagined

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

Fire, Floods, Earthquakes…Oh My!

Join us for a conversation with Diane Beatty of CAL Insurance. Diane is risk management expert who helps affluent individuals and families structure personal insurance programs to protect their assets. With a background working for carriers Progressive, Fireman’s Fund, and