The Valley Industry Association will host a luncheon exploring the world of cryptocurrency and your estate plan on Aug. 16 at 11:30 a.m. to 1:30 p.m.
Topics include: What is Cryptocurrency? How does cryptocurrency differ from traditional investments? Learn tax strategies to protect yourself and 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
Tuesday, Aug. 16, 2022
11:30 a.m. – 1:30 p.m.
Hyatt Regency Valencia
24500 Town Center Drive
Valencia, CA 91355
Members: $55
Non-Members: $65
Lunch included.
This event is by reservation only.
To register visit: August VIA Luncheon.