SVAAII Main Event with Kristina Kuprina and Lisa Lang March 14, Saturday Starting at 9:00 AM PT on the second Saturday and Zoom only

  • FIRST TOPIC - Managing Wealth in 2026: Unlocking Financial Confidence in Any Market
  • 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.

  • ATTEND THIS MEETING TO LEARN: 1. How to invest when you can’t know the future and what data really matters.
  • 2. What is more important than investing and how to understand this in your own planning.
  • 3. Understanding the balance between a defined process and a flexible strategy and know if it’s the right fit for your plan.
  • FIRST SPEAKER: Kristina Kuprina, CEO, Chief Economist Sequoia Wealth Advisors
  • 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.

  • SECOND TOPIC - Financial Crimes Risk Management
  • As time goes on, more of our lives exist online: Mail arrives electronically, and even most of our financial assets are just 0s and 1s in the cloud. Your digital information is an increasingly important part of your estate. So, how do you ensure you protect it from fraud? Hackers and scammers are becoming ever more sophisticated, and individuals are especially susceptible to impersonation, so balancing access and security can be tricky. To help safeguard your digital estate, here are some best practices and preventive measures to consider about your financial assets.

  • ATTEND THIS METTING TO LEARN: 1. Digital Estate Planning: Protecting Online Assets.
  • 2. Are your beneficiaries up to date?
  • 3. Basic guidelines for Long-term Financial Security.

  • SECOND SPEAKER: Lisa Lang, Senior Manager, Financial Crimes Risk Management, Charles Schwab & Co., Inc.
  • Lisa Lang is a senior manager on the Financial Crimes Awareness team, where she assesses financial crime and security trends, evaluates significant fraud events and delivers details to leadership and business partners, and provides financial crimes awareness and education to clients as well as internal and external business partners. With more than 17 years of experience working in the financial services industry, she is skilled in complex and sophisticated financial crimes investigations, due diligence, and regulatory filings, she has an MBA from Regis University; BBA in Economics, from New Mexico State University.


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

  • 9:00 am Pacific - Introduction
  • 9:05 am Pacific - First Topic Presentation and Q&A
  • 10:30 am Pacific - Introduction
  • 10:35 am Pacific - Second Topic Presentation and Q&A
  • 12:00 pm Pacific - Anticipated End