This will be the first event of our industry series. We will start by taking a deep dive into some financial profiles that may be similar to your own financial situation.

Leveraging the expertise of 3 financial industry professionals, the takeaways from this event will be:

- Learn of favorable tax outcomes on your tax returns from a Certified Public Accountant (CPA)

- Know the available financial investment vehicles (i.e. stocks & bonds, index funds, etc.) from a Financial Educator

- Be familiarized with the process of obtaining capital to invest in real estate assets from a Mortgage Loan Officer

Schedule:

6:00 - 7:00: Check-In & Networking

7:00 - 7:45: Programming (Panelist Format)

7:45 - 8:00: Q & A 

**Refreshments sponsored by ExactTax will be provided**

NAAAP-LA would also like to announce that this will be our second event where we will be fundraising to support the Boys & Girls Club of West San Gabriel Valley (WSGVBGC). Over the next several events, we will be asking for small monetary donations to help fund the amazing programs for the next generation of leaders at WSGVBGC

Visit https://www.wsgvbgc.org to learn more about our amazing community partner, WSGVBGC.

Parking: 

Parking will be validated at the New York Life parking structure

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Nick Ho, ExactTax

Nick is a CPA candidate specializing in business and individual taxation. After graduating from UCSD, he started working at a local tax firm as an office manager performing day to day activities. After spending a full year, he expressed an interest to pursue a career in accounting with an emphasis in taxation. He ventured out to a more prominent firm, ExactTax, where he currently works. At ExactTax, Nick expanded his skills and knowledge in accounting. At the same time, he also improves on his public speaking skills by presenting seminars. He is currently a member of the Business Networking International organization (BNI) where he expands his network as well as reaches the potential clients that might need his services.

Sam S. Yue, Primerica Advisors 

Sam Yue is an Investment Adviser Representative with Primerica Advisors. He has been in the financial industry since 2006 and is committed toward helping families get properly protected, debt free, and financially independent. He currently holds the life, accident and health license and the Series 6, 63, 65 and 26 licenses. In addition to being a financial advisor, Sam also teaches the life-only agent pre-licensing class for those that want to get involved in the life insurance industry.

Insurance License #0F18814

Laurence Mo, Uni First Investment Inc. 

Laurence Mo graduated from the California State University, Los Angeles. Laurence started from scratch as a loan processor and shortly after became a loan officer who now has over 10 years of experience in the mortgage industry. He has counseled over thousands of families on how to purchase and refinance their homes and closed over $200 million in overall mortgage volume. He believes that the best business practice is to treat his client as family. To provide the best product is essential, but more importantly to provide the best customer service. Laurence is fluent in English, Cantonese and Mandarin.

 'Thank you' to our event sponsors