Events

Our Professional Paths To Today

Come hear our stories, learn who we are, and how we've journeyed to where we are currently.

 

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

 

Feel free to forward this event to someone who can benefit.  Register here!

When: Friday, July 16, 2021 - 12-12:45pm PT
Where: Zoom link provided upon registration.
 

Guest speaker: Business Mistakes to Avoid with Gahram Kang

We will be featuring a business attorney, Gahram Kang with Avodah Law Group.  She will talk about some common mistakes that business owners make, whether they are just starting out or have been in business for many years. The bad news is that these mistakes can be costly but the good news is that they can be easily avoided and resolved. Gahram will be sharing practical tips and helpful information that you can use right away to strengthen the level of legal protection for your business.  

Event is hosted by:

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

 

Feel free to forward this event to someone who can benefit.  Register here!

When: Friday, August 20, 2021 - 12-12:45pm PT
Where: Zoom link provided upon registration.
 

Guest speaker: Business Attorney

We will be featuring a business attorney, Sanjay Sabarwal with Sabarwal Law.  He will talk about legal issues facing businesses today, as well as some day-to-day operations of a business.

 

Event is hosted by:

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

 

Feel free to forward this event to someone who can benefit.  Registration link will be up soon!

When: Friday, September 17, 2021 - 12-12:45pm PT
Where: Zoom link provided upon registration.
 

Guest speaker: Third Party Adminstrator

We will be featuring a TPA (third party administrator), Jeremy Yang with Yang's Pension Consulting, Inc.  He will talk about various retirement plans businesses can set up to maximize tax deductions.

 

Event is hosted by:

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

 

Feel free to forward this event to someone who can benefit.  Registration link will be up soon!

When: Friday, October 15, 2021 - 12-12:45pm PT
Where: Zoom link provided upon registration.
 

Year-End Planning

There have been many tax changes this past year.  We will be summarizing them up and discussing ways to plan for the end of the year through the perspectives of a tax accountant, a financial advisor, and an estate planning attorney.  

 

 

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

 

Feel free to forward this event to someone who can benefit.  Registration link will be up soon!

When: Friday, November 19, 2021 - 12-12:45pm PT
Where: Zoom link provided upon registration.