2018 EVENTS

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California Society of Certified Public Accountants (CalCPA) – Advanced Qualified Pension Plan Model

on 11/12/2018

 

Kelly Woo and Aleksandr 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.

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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.

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California Society of Certified Public Accountants (CalCPA) – Advanced Qualified Pension Plan Model

on 10/18/2018

 

Kelly Woo and Aleksandr 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.

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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.

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Hotel Oxygen Palm Springs, LLC Investor Launch Event

on 09/07/2018 to 09/09/2018

 

Learn how this innovative hospitality brand infuses technology into real estate to elevate ease, guest experience, and overall operational performance.

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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.

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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.

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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.

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National Association of Insurance and Financial Advisors (NAIFA) Brown Bag Webinar

on 03/29/2018 

 

Profectus Financial’s Aleksandr Dyo and Brian Clark of Reliant Lifeshares instruct in the variety of investment using your Life License to qualified CA clients. 

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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.

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