Events

Cybersecurity: Risks and Protection

Online security is more important than ever, and criminal tactics change as rapidly as technology. Hear practical tips to keep your information and identity safe from a former FBI Special Agent, Jeff Lanza. Join us and learn how to keep your information safe and steps to keep your identity safer.

Jeff Lanza was an FBI Special Agent for over 20 years. As part of his responsibilities, he investigated cybercrime, fraud, organized crime, human trafficking and terrorism. Jeff was head of operations security for the Kansas City FBI and a graduate of the worldrenowned John E. Reid School of Interviewing and Interrogation. He is a certified FBI instructor and has trained numerous government agencies and corporate clients on how to interpret and project body language for more effective interpersonal communication. He appears regularly on CNBC’s Closing Bell and Power Lunch and other media outlets. He is the published author of two critically acclaimed books and serves as a certified Kansas City Barbecue judge. 

Please RSVP at https://calendly.com/financially-yours/cybersecurity.

 

When: Tuesday, July 14, 2020 - 1:00pm PST
Where: Web link provided upon RSVP.
 

Part 1: Single Days

Part one in a four-part series on the value of a CPA, an estate planning attorney, and a financial advisor throughout the different stages of life.

Life is good and simple.  So, why bother with hiring financial professionals?

  • CPA?  No thanks, I use Turbo Tax.
  • Estate planning attorney?  No thanks, I don't even know what that is.
  • FInancial advisor?  No thanks, I don't have enough money for one.  

Maybe you've heard of terms like "probate", "will", "stock and bonds", "capital gains" and your eyes glaze over.  We've all been there.

Invite your friends and join us as we go through the following topics:

  • My taxes are simple so I use Turbo Tax. When should I hire a CPA?
  • What is probate and why should I avoid it?
  • What’s the difference between a will and a trust?
  • Should I pay off debt, save for a house, or save for retirement?
  • What are my retirement saving options?
  • What happens if I buy a house with someone else?

Who's "us"?  Come meet the team!

Euri Yoo a CPA in Fullerton, CA

Sophia Sakamoto an Estate Planning Attorney in Buena Park, CA

Donna Lea an Independent Financial Advisor in Orange, CA

Please RSVP at https://calendly.com/financially-yours/part1 and feel free to submit any questions you have!

When: Friday, July 17, 2020 - 12pm - 12:45pm
Where: Zoom link provided upon RSVP.
 

Part 2: Young Families

 

Part two of a four-part series on the value of a CPA, an estate planning attorney, and a financial advisor throughout the different stages of life.

Please RSVP at https://calendly.com/financially-yours/part2.

When: Friday, August 21, 2020 - 12pm - 12:45pm
Where: Zoom link provided upon RSVP.
 

Part 3: Building Wealth

 

Part three of a four-part series on the value of a CPA, an estate planning attorney, and a financial advisor throughout the different stages of life.

Please RSVP at https://calendly.com/financially-yours/part3.

When: Friday, September 18, 2020 - 12pm - 12:45pm
Where: Zoom link provided upon RSVP.
 

Part 4: Aging Parents

 

Part four of a four-part series on the value of a CPA, an estate planning attorney, and a financial advisor throughout the different stages of life.

Please RSVP at https://calendly.com/financially-yours/part4.

 

When: Friday, October 16, 2020 - 12pm - 12:45pm
Where: Zoom link provided upon RSVP.