2019 EVENTS
Holiday Party
on 12/08/2019
Profectus Financial’s annual holiday party to wrap up and welcome in the new year.
Private Dine & Learn
on 11/08/2019
Rounding off with the last educational seminar of the year to best inform our clients and their colleagues about preparing for retirement.
Zumba Dance Party
on 09/13/2019
Balancing work and recreation; creating exciting memories with a few of our female clients that love to dance.
Private Dine and Learn
on 07/19/2019
Private dinner seminar for our pre-retiree and retired clients.
Boat Ride & Lunch
on 06/25/2019
A Boat Ride & Luncheon Client Appreciation Event with our Kaiser Permanente clients.
Private Dine and Learn
on 04/24/2019
Private dinner seminar specially hosted for a group of pre-retirees and recent retirees.
Private Lunch and Learn
on 03/09/2019
Educational dinner seminar with Kaiser employees regarding retirement planning strategies.
Private Dinner Seminar
on 02/08/2019
Educational dinner seminar with anesthesiologists regarding tax saving and retirement planning strategies.
Ceramics and Lunch
on 01/24/2019
Outing with our valued clients.
2018 EVENTS
Holiday Party
on 12/10/2018
Profectus Financial’s Annual Holiday Party.
California Society of Certified Public Accountants (CalCPA) – Advanced Qualified Pension Plan Model
on 11/12/2018
Kelly Woo and Aleksander Dyo, Co-Founders and Principals of Profectus Financial presents at the CalCPA LA West San Gabriel Valley / Pasadena Chapter about the Advanced Qualified Pension Plan and discuss the opportunity for business owners to take advantage of the tax saving benefits before it is too late this year.
Accounting & Financial Women’s Alliance (AFWA) Financial Workshop
on 10/24/2018
Kelly Woo, Co-Founder, and Principal of Profectus Financial, along with CPA, Theresa Valade will be speaking about the tax reform, advanced tax and financial planning strategies for business owners to offset taxable income. Extending onto different investment options that are available to deduct contributions, defer taxes, and overall significantly reduce taxes.
California Society of Certified Public Accountants (CalCPA) – Advanced Qualified Pension Plan Model
on 10/18/2018
Kelly Woo and Aleksander Dyo, Co-Founders and Principals of Profectus Financial presents at the East Gabriel Chapter about the Advanced Qualified Pension Plan and discuss the opportunity for business owners to take advantage of the tax saving benefits before it is too late this year.
National Association of Insurance and Financial Advisors (NAIFA) – The New Tax Reform: How This Effects Individuals and Business Owners in 2018
on 10/18/2018
Kelly Woo, Co-Founder, and Principal of Profectus Financial along with CPAs, Theresa Valade, and Suzan Dennis host a NAIFA – California webinar about the new tax reform benefits and drawbacks.
Dine & Learn in San Diego, CA
on 08/23/2018
For more information on different investment and tax-saving strategies alongside trust-planning needs in preparation for the future.
National Association of Insurance and Financial Advisors (NAIFA) – How to Gain Referrals and Form Partnerships
on 08/16/2018
Kelly Woo, Co-Founder, and Principal of Profectus Financial and CPA, Theresa Valade gives insight into how financial advisors benefit from partnerships with CPAs and how both parties can effectively work together to help clients.
Dine & Learn in Los Angeles, CA
on 08/16/2018
For more information on different investment and tax-saving strategies alongside trust-planning needs in preparation for the future.
National Association of Insurance and Financial Advisors (NAIFA) Brown Bag Webinar
on 03/29/2018
Profectus Financial’s Aleksander Dyo and Brian Clark of Reliant Lifeshares instruct in the variety of investment using your Life License to qualified CA clients.
National Association of Insurance and Financial Advisors (NAIFA) Success Story
on 03/15/2018
Profectus Financial’s Kelly Woo, CFP® and Wade Lahmann of Financial Solutions Network share of partnership integrating advanced pension planning generating a new stream of revenue and benefits.