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CMO Kristen Lucas talks about Engaging Events


By Fairport Wealth


 

When Barron’s, the financial and investment news publication, was preparing a story about engaging client and prospect events, it turned to Luma Wealth Advisor’s Chief Marketing Officer, Kristen Lucas, for ideas.

Kristen shared the popularity of Luma Wealth’s Solutions for Women programs, which offer women an opportunity to learn more about investing for the future in a relaxed and welcoming environment. In these small-group events, women share stories, talk about money messages, and make connections to empower their future.

Other contributors to the article, which appeared in Barron’s on November 10, 2021, include Erin Scannell, CEO, Heritage Wealth Advisors, Mischelle Copeland, Advisor, Wells Fargo, Kyle Burns, President, The Rikoon Group, and Brent Weiss, Co-founder, Facet Wealth.


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