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March 2019

Financial Planning Basics

March 6 @ 6:00 pm - 7:30 pm PST
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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April 2019

Estate Planning Basics – Sausalito Public Library

April 18 @ 6:00 pm - 7:00 pm PDT
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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Investing 101

April 24 @ 6:00 pm - 7:30 pm PDT
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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