SVAAII Main Event with Kristina Kuprina & Andy Prophet May 10, Saturday, Starting at 9:00 AM PT (on the second Saturday and Zoom only)

  • TOPIC 1 - Managing Wealth in 2025 Many investors feel stuck right now, and for good reasons. It’s hard to know what’s the right move to make when you’re concerned about the economy, baffled by the stock market and worried that your investment plans are no longer valid. Our first speaker will give her insights into how she is guiding her clients now. Kristina Kuprina is President of Sequoia Wealth Advisors, which she founded to help others achieve Financial Consciousness -awareness and understanding of how financial decisions affect the rest of your life. Kristina will be updating her presentation right up to May 10.
  • ATTEND THIS MEETING TO LEARN: 1. How to Invest in Uncertain Times.
  • 2. What are the best actions to take now and why?

  • 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.
  • TOPIC 2 - Dividend Investing: A Personal Journey Join us in a sharp departure from traditional investing to learn about investing for a steady income stream. Andy Prophet will walk through common tools and techniques to build and manage a portfolio. Since most AAII members are self-directed investors near or in retirement, learning how to set up a portfolio, minimizing risk and growing income can be critical to a comfortable retirement. This presentation is a personal journey in managing a dividend income portfolio and exploring guidelines for managing risk.

  • *** Download link for SLIDES file to accompany Topic 2 *** ATTEND THIS MEETING TO LEARN:
  • 1. How to invest for a steady income stream.
  • 2. Common tools and techniques to build and manage a portfolio.
  • 3. Basic guidelines for managing risk.
  • SPEAKER’S BIOGRAPHY:
  • Andy Prophet is a longtime student of investing, a retiree and has been an AAII member for over 35 years. He has been on a journey to build a steady growing stream of dividend stocks. To help, he draws on his management experience in business and engineering to construct a plan. By sharing this personal endeavor, he hopes to educate our membership on how he uses dividends for retirement income. Prophet spent 45 years in the high-tech industry, first as a design engineer and later as a senior manager. His final position was as the executive director of a trade association. He holds an MBA and an advanced degree in electrical engineering.


  • MEETING DETAILS
  • 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/meeting/register/YkZ516k0SuerG5ZBA62COg

  • 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