Money, Family and Wealth Planning for the Asian American Community - hosted by Asian Pacific Alumni of UCLA

Navigating conversations around money, family responsibilities, caregiving, inheritance, and long-term planning can often feel complex, especially across generations and cultural expectations. This webinar brings together UCLA alumni professionals from the fields of estate planning, wealth management, investments, and financial advisory to share insights, experiences, and practical guidance tailored to the realities many Asian American families face today.

Through an engaging and accessible panel discussion, we’ll explore topics including:
- Estate planning essentials: wills, trusts, beneficiaries, and common mistakes
- Intergenerational wealth transfer and family dynamics
- Planning for first-generation and multi-generational households
- Business ownership, real estate, and succession considerations
- Navigating cultural expectations and family communication around finances
- Practical next steps attendees can take to begin planning conversations

Whether you are beginning your financial planning journey, supporting aging parents, raising children, building a business, or simply hoping to become more informed, we hope this conversation will provide meaningful perspective and actionable takeaways.

Featured speakers include:
Angela Hsiao — Estate Planning Attorney, Sage Legacy Law
Christine Sol — Investment Strategist, Signature Estate & Investment Advisors
Dee Dee Li-Kha — Director of Asian Wealth Advisory & Business Development, Empirical Wealth Management, also APA UCLA Director
Steve Yokomizo, CFP® — Financial Planner
Moderated by Sam Sekine — COO, JSF Financial & APA UCLA Immediate Past President

This discussion is intended for educational purposes only and will focus on general planning concepts rather than individualized legal, tax, or investment advice.