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Office Hours (Virtual)

Office Hours (Virtual)

Join us for a live, virtual event where we’ll share the most recent investing news and answer your questions.

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19 May 2022
Are You Crypto Curious?

Are You Crypto Curious?

Our host Mark DeMichael will be discussing the recent rise of bitcoin and digital assets has created significant new opportunities and challenges for investors. This emerging asset class is transforming both the technology and finance industries. In this session, you will learn about Bitcoin, its progeny, the emerging use cases for digital assets, and how investors are getting involved.

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12 May 2022
Getting a Mortgage

Getting a Mortgage

Join us as we learn more about the mortgage process. We will talk about how to best prepare yourself to get a mortgage, what kinds of mortgages there are and why you would choose one over the other; With a high

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21 April 2022
Achieving Financial Independence During Separation and Divorce

Achieving Financial Independence During Separation and Divorce

Hilary Tuohy will be co-hosting this event with The Miller Family Law Group through their Second Saturday workshops which for now, will be held virtually. You can register via the provided link. 

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12 March 2022
Virtual Office Hours with Lumina Financial Consultants

Virtual Office Hours with Lumina Financial Consultants

Join us for a discussion of important year-end wealth management tasks.

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20 November 2020
Financial Fridays – Virtual Office Hours

Financial Fridays – Virtual Office Hours

Please join us for an informal conversation to discuss your financial questions. Topics will include: News from the investment marketsOutlook for the economy How to navigate uncertainty to reach your goals We welcome you to invite your friends and family

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04 September 2020
Financial Friday: Virtual Office Hours

Financial Friday: Virtual Office Hours

As uncertainty continues in the economy and investing markets, we want to be available to answer your questions and address any of your concerns.  Please join us for Virtual Office Hours with Jeanie & Laurie in an open forum where

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19 June 2020
Financial Friday: Virtual Office Hours

Financial Friday: Virtual Office Hours

With uncertainty looming over the economy and investing markets, we want to make sure you are as well-equipped as possible to make smart financial decisions. This week we are launching Virtual Office Hours with Jeanie & Laurie. We hope you will join us for an open forum.

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15 May 2020
Parlay From Away | Financial Wellness in a Crisis

Parlay From Away | Financial Wellness in a Crisis

Join us this Thursday for an illuminating conversation with Laurie Fried and Jean Schwarz of Lumina Financial Consultants who will begin to break the taboo around women talking about money and help us feel more educated and empowered to face whatever economic change is to come.

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07 May 2020
Financial Divorce & Separation Workshop

Financial Divorce & Separation Workshop

Serendipity Labs – Rye NY, 80 Theodore Fremd Ave
Rye, New York 10580 United States
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Our workshop provides information and expertise to help you plan the transition

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24 February 2020
Financial Divorce & Separation Workshop

Financial Divorce & Separation Workshop

Serendipity Labs, 80 Theodore Fremd Avenue
Rye, NY 10580 United States
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Our workshop provides information and expertise to help you plan the transition

Find out more »
28 January 2020
Financial Divorce & Separation Workshop

Financial Divorce & Separation Workshop

Serendipity Labs, 80 Theodore Fremd Avenue
Rye, NY 10580 United States
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Our workshop provides information and expertise to help you plan the transition

Find out more »
07 January 2020
Lumina’s Toast to the Holidays

Lumina’s Toast to the Holidays

Cheesetique – Mosaic District, 2985 District Ave
Fairfax, 22031 United States
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20 November 2019
DIVORCE & SEPARATION WORKSHOP

DIVORCE & SEPARATION WORKSHOP

Serendipity Labs 80 Theodore Fremd Avenue Rye, NY 10580, United States
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Our workshop provides information and expertise to help you plan the transition

Find out more »
18 November 2019
DIVORCE & SEPARATION WORKSHOP

DIVORCE & SEPARATION WORKSHOP

Serendipity Labs 80 Theodore Fremd Avenue Rye, NY 10580, United States
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Our workshop provides information and expertise to help you plan the transition

Find out more »
29 October 2019
Health Insurance and Medicare

Health Insurance and Medicare

Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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It's almost time for open enrollment.  Please join us as Pam Morton from Benefits By Design answers your questions about health care benefits and Medicare.

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24 October 2019
Smart Women Plan Ahead

Smart Women Plan Ahead

Serendipity Labs 80 Theodore Fremd Avenue Rye, NY 10580, United States
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Come learn what every smart and savvy woman needs to know about financial planning, estate planning and matrimonial law.

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16 October 2019
DIVORCE & SEPARATION WORKSHOP

DIVORCE & SEPARATION WORKSHOP

Serendipity Labs 80 Theodore Fremd Avenue Rye, NY 10580, United States
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Our workshop provides information and expertise to help you plan the transition

Find out more »
23 September 2019
DIVORCE & SEPARATION WORKSHOP

DIVORCE & SEPARATION WORKSHOP

Serendipity Labs 80 Theodore Fremd Avenue Rye, NY 10580, United States
+ Google Map

Our workshop provides information and expertise to help you plan the transition.

Find out more »
26 August 2019
DIVORCE & SEPARATION WORKSHOP

DIVORCE & SEPARATION WORKSHOP

Serendipity Labs, 80 Theodore Fremd Avenue
Rye, NY 10580 United States
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Our workshop provides information and expertise to help you plan the transition

Find out more »
10 June 2019
Lumina’s Anniversary Happy Hour

Lumina’s Anniversary Happy Hour

Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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Please join us for Happy Hour as we celebrate our 7th Anniversary!

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23 May 2019
Women, Wellness and Wealth

Women, Wellness and Wealth

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

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15 May 2019
DIVORCE & SEPARATION WORKSHOP

DIVORCE & SEPARATION WORKSHOP

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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08 May 2019
Investing 101

Investing 101

Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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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.

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24 April 2019
Estate Planning Basics – Sausalito Public Library

Estate Planning Basics – Sausalito Public Library

Sausalito Public Library, 420 Litho Street
Sausalito, CA 94965
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Who needs an estate plan? Chances are you do. You may think that estate planning is just for the wealthy, but it’s not.

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18 April 2019
FASHION & FINANCE – A PERFECT PAIR!

FASHION & FINANCE – A PERFECT PAIR!

Serendipity Labs, 80 Theodore Fremd Avenue
Rye, NY 10580 United States
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Free

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

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09 April 2019
Financial Planning Basics

Financial Planning Basics

Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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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.

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06 March 2019
Review of the Markets in 2018 and Economic Outlook for 2019

Review of the Markets in 2018 and Economic Outlook for 2019

Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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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

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24 January 2019
Social Security: It’s All About Timing

Social Security: It’s All About Timing

Sausalito Public Library, 420 Litho Street
Sausalito, CA 94965
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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.

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29 November 2018
Your Income Tax Questions Answered

Your Income Tax Questions Answered

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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25 October 2018
Cyber Security: Protecting your Identity, Data, and Assets

Cyber Security: Protecting your Identity, Data, and Assets

Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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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

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12 September 2018
InnerWeaving: Getting Ready for the Life You’ve Imagined

InnerWeaving: Getting Ready for the Life You’ve Imagined

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

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28 June 2018
Michelle Lerman: Estate planning

Michelle Lerman: Estate planning

Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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24 May 2018
Judy Stern Opes Advisors: Mortgages

Judy Stern Opes Advisors: Mortgages

Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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26 April 2018
Fire, Floods, Earthquakes…Oh My!

Fire, Floods, Earthquakes…Oh My!

Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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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

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22 March 2018
Valentine’s Day Champagne Toast

Valentine’s Day Champagne Toast

Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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14 February 2018
Women, Wine & Wealth
25 January 2018

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