FIRST SPEAKER:
Kristina Kuprina, CEO, Chief Economist Sequoia Wealth Advisors
March 14, Saturday Starting at 9:00 AM PT
FIRST PRESENTATION TITLE:
Managing Wealth in 2026: 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:
Lisa Lang: Senior Manager, Financial Crimes Risk Management, Charles Schwab & Co., Inc.
SECOND PRESENTATION TITLE:
Keeping Safe in an Ever-Changing Threat Landscape
SECOND PRESENTATION DESCRIPTION
From the online space to mobile devices, cybercriminals are continually developing more sophisticated methods and schemes, making it more critical than ever to take precautions to safeguard your financial accounts.
Please join us for an opportunity to meet with a Charles Schwab fraud and cybercrime expert to learn about current threats and the steps you can take to protect yourself.
ATTEND THIS MEETING TO LEARN:
- The increasing impact of identity theft
- The current fraud landscape
- Current fraud tactics and trends
- Precautions you can take to protect your information, avoid scams and safeguard your financial accounts as you age
SECOND SPEAKER’S BIOGRAPHY
Lisa Lang is a Senior Manager on Schwab’s Financial Crimes Awareness Team. She has close to 20 years of experience in financial services, with nearly 15 years spent at Schwab. She has worked in roles ranging from trading desk operations to advising high-net-worth clients, and spent six years as a Financial Crimes Investigator handling cases that led to criminal prosecutions, regulatory penalties, and, in several instances, prison sentences for offenders. Currently, Lisa leads fraud education events for Schwab and monitors emerging trends in financial crimes. She holds multiple FINRA licenses, a bachelor’s degree in economics, an MBA, and is a Certified Fraud Examiner and member of the International Association of Financial Crimes Investigators.
About This Meeting
Note: Lisa Lang’s presentation will not be recorded.
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/webinar/register/WN_rqCkZ895QNmu5CA9azsfTg
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/march-main-event-1-managing-wealth-2-financial-crimes-risk-management-tickets-1983661031544
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
ALL SIG PROGRAMS WILL BE WEBCAST ON ZOOM
SIG groups will be webcast only. We broadcast from 6:30 to 8:30 p.m. and may extend to 9:00 p.m. if there are extra questions. For webcast SIG meeting details see our chapter website at www.siliconvalleyaaii.org.
Investing Discussion Group
Lynn Gillette, aaiichapter_siliconvalley@yahoo.com
Discuss investment ideas and trends in a relaxed, small group setting. Meetings are the fourth Monday of each month (except September & December). See www.meetup.com/AAII-Silicon-Valley-Meetup.
Financial Planning Discussion Group
Debra Stikes, dstikes.svaaii@gmail.com
Informal presentations and discussion on a range of financial planning topics, including investing, taxes, retirement planning and more. Meetings are the second Wednesday of each month, September through June. See www.meetup.com/AAII-Silicon-Valley-Meetup.
Computerized Investing Group
Don Maurer, DonWM@comcast.net
The CI group discusses and presents ideas on how to use computers in investing focusing on rules, algorithms, programs and computerized investing tools of various flavors. Meetings are on the first Thursday of each month at 6:30 p.m. Join our Google group: https://groups.google.com/g/aaii-silicon-valley-computerized-investing. See our OneDrive for previous meetings and info: https://1drv.ms/u/s!ArVYry6KpqBthckzBCrT3KTt8xgovQ?e=Qb9vym.
Fintech Discussion Group
Roland Chow, roland.svaaii@gmail.com
Discusses current and emerging trends in finance and technology and how consumers can benefit. Topics covered include how technology is disrupting investment, banking, insurance and everyday finance. Meets Thursday nights. Meetup link: www.meetup.com/fintechrealtech.