Lumena Financial Strategies, Inc.

06/17/2026

Join us for an educational webinar exploring estate planning basics, common misconceptions, important documents, and key considerations for individuals and families at every stage of life.

We'll discuss common estate planning terminology, the roles different documents can play, and questions people often have when reviewing their plans.

📅 June 24, 2026
⏰ 4:00 PM PDT
🎙️ Presented by P. Alison Fleming, CFP®, President of Lumena Financial Strategies

🔗 Register here: https://us06web.zoom.us/webinar/register/WN_Xh8WatgwR5K4wbO_FQZsbw

05/26/2026

Many of the choices we make each day are shaped by habits and environments we rarely stop to notice.

Join Alison Fleming and special guest Megan Goodrich for an educational conversation exploring how habits, environment, and everyday patterns can influence decision-making, along with practical ways to build awareness and support more intentional choices over time.

📅 Wednesday, May 27, 2026
🕓 4:00 PM PDT
💻 Live Virtual Webinar: https://us06web.zoom.us/webinar/register/WN_JkqYecaRTr6UgSVSwv_r0w

We hope you’ll join us for this thoughtful discussion.

05/15/2026

You're invited to join us on Wednesday, May 25th at 4:00 PM PST for an educational session exploring how habits, environments, and everyday patterns can influence decision-making, along with practical ways to build awareness and support more intentional choices over time.

Register here to attend: https://us06web.zoom.us/webinar/register/WN_JkqYecaRTr6UgSVSwv_r0w

03/16/2026

Old statements and tax documents piling up? Bring them to our Annual Shred Event!

Join us to safely dispose of documents that may contain sensitive information.

Saturday, April 25, 2026
12:00 PM to 3:00 PM

Lumena Financial Strategies
9635 Granite Ridge Drive, Suite 300
San Diego, CA 92123

Hosted with Green Shredding. All shredded materials are recycled.

Open to clients, friends, and the community.

RSVP here 👉 https://www.lumenafinancial.com/events/annual-shred-event

03/11/2026

What’s happening in the markets right now?

Join us for our 2026 Market Update Webinar on Wednesday, March 25 at 4:00 PM PST.

We are pleased to welcome Jeff Buchbinder, Chief Equity Strategist at LPL Financial, who will join Alison Fleming, President of Lumena Financial Strategies, for a discussion on the current market environment and perspectives on equities and the broader market.

This is a great opportunity to hear directly from someone who studies the equity markets every day and to learn more about the factors shaping today’s investment landscape.

📅 March 25, 2026
⏰ 4:00 PM PST

Register here: https://us06web.zoom.us/webinar/register/WN_4Ky2rq4aT-2pxZXf3pbl8g

03/07/2026

Reminder: Daylight Saving Time begins at 2:00 AM on March 8th! ⏰ Before you head to bed tonight, be sure to set any clocks that don't automatically adjust. Spring forward into longer days and brighter mornings! 🌸🌞

03/06/2026

It's almost time to spring forward!

02/11/2026

New tax laws introduced in 2026 may bring new considerations for retirees. Join us on Wednesday, February 25, 2026 at 4:00 PM PST for an engaging discussion on Managing the Taxes on Your Retirement Income, where we’ll explore how common retirement income sources are generally taxed and why timing and income mix can matter. Guests are welcome!

REGISTER HERE: https://us06web.zoom.us/webinar/register/WN_I3Fc0mFxQ1ekaxpCpxbNpQ

01/26/2026

The IRS begins accepting and processing individual federal tax returns for the 2026 tax season starting today, January 26.

Here are a few important points to keep in mind:
➡️ Most individual returns are due by April 15 to avoid penalties and interest.
➡️ Filing early may help reduce delays related to processing or identity verification.
➡️ Refund amounts can vary based on withholding and recent tax law changes.

As tax season gets underway, reminders like these can help individuals stay aware of important dates and avoid last-minute filing challenges.



Source:

The 2026 tax season starts on Jan. 26, according to the IRS. Here are some key things filers need to know.

01/14/2026

Life rarely follows a straight line and finances are no exception. Join us on Wednesday, January 28 at 4:00 PM PST for an engaging conversation on Building Financial Resilience. We’ll explore how flexibility, planning, and thoughtful decision making can support you through life’s changes, from expected transitions to unexpected moments.

You are welcome to share this invitation with those you care about.

REGISTER HERE: https://us06web.zoom.us/webinar/register/WN_Mg5W_nSpTV23NqXq2r4bTg