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Office Hours (Virtual)
Join us for a live, virtual event where we’ll share the most recent investing news and answer your questions.
Find out more »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.
Find out more »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
Find out more »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.
Find out more »Virtual Office Hours with Lumina Financial Consultants
Join us for a discussion of important year-end wealth management tasks.
Find out more »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
Find out more »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
Find out more »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.
Find out more »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.
Find out more »Financial Divorce & Separation Workshop
Rye, New York 10580 United States
Our workshop provides information and expertise to help you plan the transition
Find out more »Financial Divorce & Separation Workshop
Rye, NY 10580 United States
Our workshop provides information and expertise to help you plan the transition
Find out more »Financial Divorce & Separation Workshop
Rye, NY 10580 United States
Our workshop provides information and expertise to help you plan the transition
Find out more »Lumina’s Toast to the Holidays
Fairfax, 22031 United States
DIVORCE & SEPARATION WORKSHOP
Our workshop provides information and expertise to help you plan the transition
Find out more »DIVORCE & SEPARATION WORKSHOP
Our workshop provides information and expertise to help you plan the transition
Find out more »Health Insurance and Medicare
Sausalito, CA 94965 United States
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.
Find out more »Smart Women Plan Ahead
Come learn what every smart and savvy woman needs to know about financial planning, estate planning and matrimonial law.
Find out more »DIVORCE & SEPARATION WORKSHOP
Our workshop provides information and expertise to help you plan the transition
Find out more »DIVORCE & SEPARATION WORKSHOP
Our workshop provides information and expertise to help you plan the transition.
Find out more »DIVORCE & SEPARATION WORKSHOP
Rye, NY 10580 United States
Our workshop provides information and expertise to help you plan the transition
Find out more »Lumina’s Anniversary Happy Hour
Sausalito, CA 94965 United States
Please join us for Happy Hour as we celebrate our 7th Anniversary!
Find out more »Women, Wellness and Wealth
Rye, NY 10580 United States
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
Find out more »DIVORCE & SEPARATION WORKSHOP
Rye, NY 10580 United States
Facing change?
Our workshop provides information and expertise to help you plan the transition
Investing 101
Sausalito, CA 94965 United States
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.
Find out more »Estate Planning Basics – Sausalito Public Library
Sausalito, CA 94965
Who needs an estate plan? Chances are you do. You may think that estate planning is just for the wealthy, but it’s not.
Find out more »FASHION & FINANCE – A PERFECT PAIR!
Rye, NY 10580 United States
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
Find out more »Financial Planning Basics
Sausalito, CA 94965 United States
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.
Find out more »Review of the Markets in 2018 and Economic Outlook for 2019
Sausalito, CA 94965 United States
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
Find out more »Social Security: It’s All About Timing
Sausalito, CA 94965
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.
Find out more »Your Income Tax Questions Answered
Sausalito, CA 94965 United States
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.
Find out more »Cyber Security: Protecting your Identity, Data, and Assets
Sausalito, CA 94965 United States
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
Find out more »InnerWeaving: Getting Ready for the Life You’ve Imagined
Sausalito, CA 94965 United States
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
Find out more »Michelle Lerman: Estate planning
Sausalito, CA 94965 United States
Judy Stern Opes Advisors: Mortgages
Sausalito, CA 94965 United States
Fire, Floods, Earthquakes…Oh My!
Sausalito, CA 94965 United States
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
Find out more »Valentine’s Day Champagne Toast
Sausalito, CA 94965 United States