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May 2018

Michelle Lerman: Estate planning

May 24, 2018 @ 6:30 pm - 8:00 pm PDT
Lumina Financial Consultants Office, 1505 Bridgeway, Suite 121
Sausalito, CA 94965 United States
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June 2018

InnerWeaving: Getting Ready for the Life You’ve Imagined

June 28, 2018 @ 6:30 pm - 8:00 pm PDT
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 you to take a "time-out" to gain perspective. We will be welcoming Silvia Schroeder, who will lead us in a hands-on session of "Vision Weaving" to help participants create a new vision of the future. Vision Weaving is a guided…

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September 2018

Cyber Security: Protecting your Identity, Data, and Assets

September 12, 2018 @ 6:30 pm - 8:00 pm PDT
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 as malware, phishing, and social engineering – are increasingly sophisticated and difficult to spot.  A fraudster’s goal is to obtain information to gain access to your account and assets or sell your information for this purpose.  Fortunately, criminals often take…

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October 2018

Your Income Tax Questions Answered

October 25, 2018 @ 6:30 pm - 8:00 pm PDT
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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November 2018

Social Security: It’s All About Timing

November 29, 2018 @ 7:00 pm - 8:00 pm PST
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. But that’s not the case. Retiring and claiming Social Security benefits are different. You have options, and learning about them may help you make a well-informed decision about when to start receiving your benefits.  Presenter Jeanie Schwarz MBA, CFP is a…

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