Celebrating women
through community

Providing a community is an important part of what we do

Grab a friend or co-worker and attend one of our events, and help us celebrate women like you. We offer a wide array of social, educational and career building resources to foster a sense of community for our clients.

Information, collaboration and inspiration

Learn about investing, raising financially responsible children, or planned giving. Get information on career development, or building a sustainable advisory board for your business. Have a question or looking to network with individuals in your field? We’re here to help.

Upcoming events

We host an array of educational, professional and social programs for women. Please check out our upcoming events to see if there is something of interest to you in your area. Let us know if you are interested in attending, and bring a friend!

February 27, 2019

Solutions for Women II: Protection

February 27, 2019 @ 4:30 pm - 6:30 pm -

Feel more confident that your family and wealth are protected. Join Luma Wealth Advisors Dana Hastings and Michelle Taylor at the Union Club for an interactive workshop about insurance strategies.

March 19, 2019

Pre-Planning Info Session

March 19, 2019 @ 5:45 pm - 6:45 pm -

Luma Wealth is pleased to partner with the oldest, continuing funeral home in Ohio, Brown-Forward, for an informational session on end-of-life planning. Together, we whole-heartedly agree that advanced planning helps alleviate anxiety, doubt and confusion for families in times of grief.Professionals from Luma Wealth and Brown-Forward, the oldest continuing funeral home in Ohio, will provide an overview of the wider estate planning and funeral pre-planning process.

April 5, 2019

Solutions for Women

April 5, 2019 @ 12:00 pm - 2:00 pm -

Discover the importance of a personalized advisory experience and learn why your financial plan should be customized to your situation. Please join us for a Solutions for Women conversation and luncheon at the Shoreby Club.

Past events

August 9, 2016
Steel Magnolias at the Cleveland Play House

Are you a Truvy, M’Lynn, Ousier or Shelby? Our guests were treated to tickets to see Steel Magnolias and learned which Steel Magnolia they are at a pre-show reception with Cleveland Play House artistic director, Laura Kepley.

Luma Wealth’s Heather Ettinger and Laura Kepley of Cleveland Play House

April 30, 2016
The Patty Wood Girls Leadership Academy

We visited the First Tee of Cleveland to learn about The Patty Wood Girls Leadership Academy, a unique program for girls age 12 – 14. The PWGLA mentors (past participants) shared how the program has helped them stand up and speak up as leaders. Then we joined the young leaders for yoga!

January 26, 2016
Investing in Women with Pax Ellevate

Two Investment News “Women to Watch,” including Luma Wealth’s Heather Ettinger, teamed up in Cleveland to discuss gender diversity, women’s leadership and why investing in women is smart business. Our guests joined them in a roundtable discussion on how to help advance women into leadership roles.

Luma Wealth’s Heather Ettinger and Kathleen McQuiggan of Pax Ellevate

Candid conversation on investing in women

August 10, 2015
Madonna as Icon

The Rock and Roll Hall of Fame hosted a group of our guests of all ages to discuss the one and only Queen of Pop, Madonna! Afterwards, they were treated to a private viewing of the Herb Ritts special photography exhibit.

Dr. Lauren Onkey (formerly) of the Rock and Roll Hall of Fame and Museum