SPEAKER: Kristina Kuprina, CEO, Chief Economist Sequoia Wealth Advisors
May 10, Saturday Starting at 9:00 AM PT
FIRST PRESENTATION TITLE: Managing Wealth in 2025: Unlocking Financial Confidence in Any Market
FIRST PRESENTATION DESCRIPTION
How to know if your current strategy is the best one for you and your specific plan. Take control of your financial future with clarity and purpose. In this powerful session, you’ll learn how to reduce taxes with proactive year-round strategies, optimize your investment mix for changing markets, and ensure your income plan supports both today and tomorrow. We’ll also cover how to avoid common retirement pitfalls, prepare for upcoming tax law changes, and align your financial decisions with what matters most to you. Don’t just react to the market—build a plan that thrives in any environment. Now is the time to act with intention and confidence.
ATTEND THIS MEETING TO LEARN:
- How to invest when you can’t know the future and what data really matters.
- What is more important than investing and how to understand this in your own planning.
- Understanding the balance between a defined process and a flexible strategy and know if it’s the right fit for your plan
FIRST SPEAKER’S BIOGRAPHY
Kristina Kuprina’s highest intention is to be of service to her clients, their families, and the communities she serves. She founded Sequoia Wealth Advisors to help others achieve Financial Consciousness-awareness and understanding of how financial decisions affect the rest of your life. Thanks to her financial expertise, her passion for service and her knack for clear, direct communication, her client relationships are long and successful.
SECOND SPEAKER Andy Prophet, AAII Member, Portland Chapter
SECOND PRESENTATION TITLE: Dividend Investing: A Personal Journey
SECOND PRESENTATION DESCRIPTION
Join us in a sharp departure from traditional investing to learn about investing for a steady income stream. Andy Prophet will walk through common tools and techniques to build and manage a portfolio. Since most AAII members are self-directed investors near or in retirement, learning how to set up a portfolio, minimizing risk and growing income can be critical to a comfortable retirement. This presentation is a personal journey in managing a dividend income portfolio and exploring guidelines for managing risk.
ATTEND THIS MEETING TO LEARN:
- How to invest for a steady income stream
- Common tools and techniques to build and manage a portfolio
- Basic guidelines for managing risk
SECOND SPEAKER’S BIOGRAPHY
Andy Prophet is a longtime student of investing, a retiree and has been an AAII member for over 35 years. He has been on a journey to build a steady growing stream of dividend stocks. To help, he draws on his management experience in business and engineering to construct a plan. By sharing this personal endeavor, he hopes to educate our membership on how he uses dividends for retirement income. Prophet spent 45 years in the high-tech industry, first as a design engineer and later as a senior manager. His final position was as the executive director of a trade association. He holds an MBA and an advanced degree in electrical engineering.
About This Meeting
Silicon Valley AAII offers this Webinar on Zoom for free. If you would like to register for Zoom or invite people, please register using the Zoom Registration system by clicking.
https://us02web.zoom.us/meeting/register/YkZ516k0SuerG5ZBA62COg
Meeting Details
9:00 am Pacific Introduction
9:05 am Pacific First Presentation and Q&A
10:20 am Pacific Second Presentation and Q&A
11:35 am Pacific Anticipated End
Silicon Valley AAII offers this Webinar for free, and encourages those who can, to donate $5 or $10 to help fund the overhead on hosting services. Click Here for the Donation link on Eventbrite: https://www.eventbrite.com/e/may-main-event-investing-in-uncertain-times-tickets-1332029799989
Then Click on Get Tickets and scroll down to Donate.
CHAPTER INFORMATION
Chapter President, Lynn Gillette
Email aaiichapter_siliconvalley@yahoo.com
Web Page www.aaii.com/localchapters
Website www.siliconvalleyaaii.org
Facebook www.facebook.com/sv.aaii
Meetup www.meetup.com/AAII-Silicon-Valley-Meetup
CI: https://groups.google.com/g/aaii-silicon-valley-computerized-investing
Fintech (FT) Discussion Group: www.meetup.com/fintechrealtech