661.294.8088
661.294.8088
When:
August 16, 2022 @ 11:45 AM – 1:30 PM
2022-08-16T11:45:00-07:00
2022-08-16T13:30:00-07:00
Where:
Hyatt Regency Valencia
24500 Town Center Dr
Valencia, CA 91355
USA
Cost:
55.00 - 65.00
Contact:
Kathryn Norris
6612948088

DEMYSTIFYING CRYPTOCURRENCY

Welcome to the world of cryptocurrency!

Cryptocurrency and Your Estate Plan join as we tackle these pressing concerns.

  • What is Cryptocurrency?
  • How does cryptocurrency differ from traditional investments?
  • Learn tax strategies to protect yourself best
  • Are there specific security concerns with digital assets?

Learn the do’s and don’ts of cryptocurrency and set yourself up for success with advanced planning to best protect your legacy.

Panel Speakers include:
John Vance, President & Visionary, Vance Wealth
Lisa Odom, Managing Shareholder, Odom Law Group, APLC
Robert Jensen, CPA, MAcc – Partner, KKAJ, CPAs