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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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January 2019

Review of the Markets in 2018 and Economic Outlook for 2019

January 24 @ 6:30 pm - 8:00 pm PST
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 some stomach-churning days in the market. Join us for a brief look back at 2018 and an outlook for 2019 and beyond.

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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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