Graphic of Talking Ladies all in various colors

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!

Past Events

December 03, 2020

Home for the Holidays Livestream Concert

Luma clients and friends participated in our first livestream event. The festive concert included a performance from TMS students, a swinging set from Helen Welch and her three-piece band, and surprise client appreciation videos with song lyrics written by our team.

Luma Wealth Advisors Holiday Event
Luma Wealth Advisors Holiday Event
Luma Wealth Advisors Holiday Event

February 20, 2019

Pay, Perks and Parachutes

Luma Wealth Advisor Emily Shacklett and labor law attorney John Wirtshafter led a discussion with local breadwinner women on the nuances of executive compensation and benefits, and suggested areas apt for negotiation.

Luma Wealth Advisor Event
Luma Wealth Advisor Event

January 29, 2019

Breaking Up Can Be Hard to Do

Michelle Taylor, Luma Wealth Advisor, provided insight on a professional panel discussion navigating the legal, financial and emotional decisions one faces when deciding whether or not to divorce.

Luma Wealth Advisor Event

November 29, 2018
Holiday Dessert Reception

We celebrated the 150th Birthday of the YWCA of Greater Cleveland in a festive atmospehere. Guests learned about the YWCA's evolution, current day initiatives and future plans from
change-agent Margaret Mitchell and brought wish list donations for the Norma Herr Women's Center.

A table with food and deserts on it
A table with gifts on it

October 11, 2018

Luminary Leaders at FOUNT

Local women business owners enjoyed cocktails, inspirational Q&A led by Luma Wealth Advisor Andrew Connors and a private shopping experience with Luminary Leader Jackie Wachter, owner & founder of FOUNT fine leather bag design and production house.

Luma Wealth Advisors FOUNT Event
Two people at Luma Wealth Advisors

Keep up to date with our


Join the Luma Wealth


View upcoming