Events

Guest speaker: 401Ks and Pensions with Jeremy Yang

Looking for a way to retain employees, maximize tax savings, AND save for your own retirement? We will be featuring a pension specialist, Jeremy Yang, ERPA, QPA, QKA with Yang's Pension Consulting. He will be speaking on retirement plan options for small businsses.  

 

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.  Please register here!

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.