Events

The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn’t have to be difficult.

Facing change?
Our workshop provides information and expertise to help you plan the transition

Who needs an estate plan? Chances are you do. You may think that estate planning is just for the wealthy, but it’s not.

Your Hosts:  Laurie Fried, Patti Moores & Hilary Tuohy from New Leaf Financial Advisory and Susan Hess, Owner, Golftini Bring along a friend and join us to discuss what women need to know about Financial Planning.   Browse the Golftini Spring Collection while

Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future.

Feeling particularly uncertain about investing as we head into 2019? You’re not alone! While the economic expansion of the past 10 years ranks as the second longest expansion since 1900, the current investment volatility and escalating political uncertainty are creating

Sausalito Library Speaker Series Social Security: It’s All About Timing Thursday, November 29 7:00 p.m. in the Council Chambers Many people assume that they have to begin receiving Social Security retirement benefits as soon as they retire and stop working.

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.

Presented by Jeanie Schwarz, Principal at Lumina Financial Consultants Cybercrime and fraud are serious threats and constant vigilance is key. Cyber criminals exploit our increasing reliance on technology.  Methods used to compromise a victim’s identity or login credentials – such

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