Events

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

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

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

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.

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.

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

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

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

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

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

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.

Come learn what every smart and savvy woman needs to know about financial planning, estate planning and matrimonial law.

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

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

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

Please join us for Happy Hour as we celebrate our 7th Anniversary!

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

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

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.

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

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