BEGIN:VCALENDAR VERSION:2.0 PRODID:-//wp-events-plugin.com//7.0.5//EN TZID:America/Los_Angeles X-WR-TIMEZONE:America/Los_Angeles BEGIN:VEVENT UID:2320@newportbeach.com DTSTART;TZID=America/Los_Angeles:20250409T113000 DTEND;TZID=America/Los_Angeles:20250409T133000 DTSTAMP:20250401T173807Z URL:https://www.newportbeach.com/events/april-inspire-financial-empowermen t-past-present-and-future-luncheon-with-expert-panel/ SUMMARY:April INSPIRE: Financial Empowerment - Past\, Present and Future - Luncheon with Expert Panel DESCRIPTION:[vc_row disable_element="yes"][vc_column][vc_column_text]\nRESE RVATIONS ARE NOW CLOSED FOR THIS EVENT.\nUnfortunately\, we can not accomm odate walk-ins.\nPlease call 949-729-4400 for possible reservations.\n[/vc _column_text][vc_separator style="shadow" border_width="2"][/vc_column][/v c_row][vc_row][vc_column][vc_single_image image="153670" img_size="medium" alignment="center"][vc_separator style="shadow" border_width="2"][vc_sing le_image image="627834" img_size="full" alignment="center" onclick="img_li nk_large" img_link_target="_blank"][/vc_column][/vc_row][vc_row disable_el ement="yes"][vc_column][vc_custom_heading text="Make your reservation to r eceive an eMail with information on how to join the webinar." font_contain er="tag:p|font_size:18|text_align:center" use_theme_fonts="yes"][vc_custom _heading text="RESERVATIONS REQUIRED" font_container="tag:p|font_size:18|t ext_align:center" use_theme_fonts="yes"][/vc_column][/vc_row][vc_row disab le_element="yes"][vc_column][vc_column_text]\nThis month\, rather than hav ing an educational speaker\, we will spend the entire meeting networking w ith everyone in the room.\n[/vc_column_text][vc_row_inner][vc_column_inner ][vc_single_image image="394353" img_size="full" alignment="center"][/vc_c olumn_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][gravit yform id="320" title="false" description="false" ajax="false"][/vc_column] [/vc_row][vc_row][vc_column width="1/4"][vc_column_text]\n\nErica Sylvia\n CPFA\nWealth Management Strategies (MEP 401k)\n[/vc_column_text][/vc_colum n][vc_column width="3/4"][vc_column_text]With over a decade in financial s ervices\, Erica specializes in comprehensive planning for businesses and i ndividuals. She began her career in corporate retirement planning\, focusi ng on qualified plans and executive benefits\, and has since expanded into advanced wealth management. A consistent MDRT qualifier and Paramount Pla nning Group member at Equitable Advisors\, Erica is recognized for her exp ertise in long-term financial strategies. Erica holds a Retirement Plannin g Specialist designation from Equitable Advisors\, a CPFA accreditation\, and has completed programs at Harvard\, Wharton\, and Columbia University. She is dedicated to holistic financial education\, providing guidance tha t goes beyond plan design\, to empower both employers and employees.[/vc_c olumn_text][/vc_column][/vc_row][vc_row][vc_column width="1/4"][vc_column_ text]\n\nKay Walker\nAttorney / Principal\nLaw Offices of G. Kay Walker\n[ /vc_column_text][/vc_column][vc_column width="3/4"][vc_column_text]I am an estate planning attorney with 25 years of practice\, with offices in Newp ort Beach and San Juan Capistrano.\n\nAs a graduate of Western State Coll ege of Law\, my legal specialty is built on a foundation of compassion an d personal experience. I am a mother of four\, with aging parents\, and I  understand the importance of planning for you\, and your family’s futu re. While the subject can be an emotional one\, I’ve opened my practic e to help you through the process of preparing your will\, trust\, and est ate plan with ease and precision.\n\nMy compassion for others goes far be yond my practice. My involvement in the community includes serving as pa st president of National Charity League and PTA President of 3 schools\, a s well as currently serving in the following capacities:\n\n California B ar Association (member)\n Orange County Bar Association (member)\n Newpo rt Beach Chamber of Commerce (Board Member)\n Newport Beach Chamber of Co mmerce Ambassador Program (Co-Chairman)\n Assistance League of Newport Me sa (Committee Chairman)\n Speak Up Newport (Board Member\; Chairman of th e Scholarship Committee)\n Southern California Hospice Foundation Advisor y Council\n\nWhether you are planning ahead\, or are in the middle of a di fficult situation\, you can rely on me to help you in all aspects of your estate planning with both\, compassion and professionalism.[/vc_column_tex t][/vc_column][/vc_row][vc_row][vc_column width="1/4"][vc_column_text]\n\n Kim Tavares\nCEO\nPacWest Accounting\n[/vc_column_text][/vc_column][vc_col umn width="3/4"][vc_column_text]For more than 18 years Kim Tavares has bee n a trusted advisor to clients providing CFO and business advisory service s to real estate investors\, entrepreneurs\, and established business owne rs in many different business sectors.\n\nShe began her career as a forens ic accountant and certified valuation expert working alongside attorneys s pecializing in business valuation for buy-sell agreements\, shareholder di sputes and mergers and acquisitions.  She has also worked with family law attorneys serving as an expert witness providing litigation support and f orensic analysis for dissolutions of marriage.\n\nWith years of knowledge valuing businesses in all sectors\, Kim took this skillset and launched on e of the first outsourced CFO companies in Southern California in 2008.\n\ nAs CEO of PacWest Accounting Kim works closely with clients to strengthen their financial positions by reducing costs and better manage their worki ng capital.  She developed proprietary technology designed to leverage cl ients’ data\, improve the quality and timeliness of their financial info rmation with the goal of reducing accounting errors that impede effective and timely decisions.\n\nOver the past decade Kim’s primary focus has be en in the real estate sector providing CFO advisory services including tra nsaction due diligence\, asset management\, construction and property acco unting.  She has worked with real estate investors to close over $500 mi llion in real estate transactions.\n\nShe leads a team that executes day-t o-day accounting from high level functions such as financial analysis on t he sale or buy side of a real estate transaction and construction budget m anagement to everyday full cycle accounting services.[/vc_column_text][/vc _column][/vc_row] ATTACH;FMTTYPE=image/jpeg:https://www.newportbeach.com/wp-content/uploads/ 2025/03/InSpire.April-9-2025.bcyc-Financial-Empowerment-300.jpg CATEGORIES:Chamber Events,Featured LOCATION:Bahia Corinthian Yacht Club\, 1601 Bayside Dr.\, Corona Del Mar \, Ca\, United States GEO:33.606986;-117.885179 X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=1601 Bayside Dr.\, Corona D el Mar \, Ca\, United States;X-APPLE-RADIUS=100;X-TITLE=Bahia Corinthian Y acht Club:geo:33.606986,-117.885179 END:VEVENT BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT DTSTART:20250309T030000 TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT END:DAYLIGHT END:VTIMEZONE END:VCALENDAR