March Event:(1) Managing Wealth 2026 (2) Keeping Safe in an Ever-Changing Threat

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

First Presentation: Managing Wealth in 2026: Unlocking Financial Confidence in Any Market

Kristina Kuprina, CEO, Chief Economist Sequoia Wealth Advisors

About This Presentation:
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.

HIGHLIGHTS:

• 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.co-author of “Win by Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk” (McGraw-Hill, 2013). Atkeson graduated from Haverford College, Phi Beta Kappa with a B.A. in economics, and from Stanford University Graduate School of Business.

Second Presentation: Financial Crimes Risk Management

SECOND SPEAKER:
Lisa Lang: Senior Manager, Financial Crimes Risk Management, Charles Schwab & Co., Inc.

About This Presentation:
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.

Note: Lisa Lang’s presentation will not be recorded.

HIGHLIGHTS:

• 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
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

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. 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.
Eventbrite (Donation):

CHAPTER INFORMATION:
Chapter President, Lynn Gillette
Email [aaiichapter_siliconvalley@yahoo.com](mailto:aaiichapter_siliconvalley@yahoo.com)
Website www.siliconvalleyaaii.org
Facebook www.facebook.com/sv.aaii
Meetup www.meetup.com/AAII-Silicon-Valley-Meetup