We all tend to put away things that are critical to make it easier for our loved ones to have less to deal with if we are incapacitated and not able to make our own decisions or when we are gone. Important things we can do to make sure that our wishes are clear and help surviving family in making decisions.
* Planning for emergencies
** Decisions and Legal Documents for End of Life Planning
*** Organize via a valuable checklist provided after the meeting.
For over 25 years, I have helped families, individuals and business owners with investment planning and implementation. Our team will develop strategies designed to help you achieve your goals with a high level of personalized service and attention to detail. We address all aspects of wealth planning and transfer, encompassing everything from asset allocation, retirement planning, and college funding, to stock option exercise and management. I attended UCLA for my undergraduate degrees and CSULB for my master's degree. I hold the series 7, 9, 10, 63 and CA insurance license. My husband and I have lived in Playa Del Rey for 20 years and are active in our local community through our 3 children's schools, AYSO and Loyola Marymount University. In my spare time, I enjoy hiking and have hiked Mount Whitney, Exit Glacier in Alaska,
and the Canadian Rockies.
Senior Vice President – Investment Officer
Wells Fargo Advisors
9665 Wilshire Boulevard
Beverly Hills, CA 90212-2317
CA Insurance Lic. #OB37868
Toll Free: 866-344-5287
Our esteemed, expert panelists:
Family Crisis Preparedness
Shobhana was married at 17, kids by 21, and with her husband’s support attended college while raising kids and received her degree at 25! Goal of medical college was put on hold due to family obligations but took any opportunity to take classes in whatever time permitted. After emigrating to USA, via 8 years in Africa, she trained as bookkeeper, and got vast knowledge in a college administration office. Moving to California and working for a CPA firm for 25 years gained her extensive experience of accounting and tax preparation, while also helping friends and family with their accounting needs. The long LA commute permitted her to study on audio cassettes while driving which enabled her to take the IRS Exam and become a certified Enrolled Agent. Shobhana, is self-employed and founded SHP Services and has built up a successful business with a large following. She is also a recommended tax professional on IRS website and Quickbooks ProAdvisor, which allows her to train anybody, whether a client or their employees.
Shobhana is a proud mother, a loving grandmother, and a super supportive friend to her vast circle of family and friends.
40+ years experience in tax and accounting services!
Shobhana J Mehta
20 Valente, Irvine CA 92602
Shobhana J. Mehta
Ahaana supports API Initiative!
API Initiative (API) consists of a group of diverse, ethnic individuals passionate about the culture and well-being of minority communities. API continues to build relationships thru collaboration and offer unique services that delivers specialized insights across multiple cultures and languages.
API Initiative promotes, advocates, collaborates and advances Asian American, Native Hawaiians/Pacific Islanders communities through:
· Arts and Culture
· Civic Engagement and Leadership Development
· Outreach, Education, Technical Assistance and Training
· Research, Data Collection and Evaluation
Kelly Bagla, Esq. is an experienced corporate attorney who practices in San Diego, California.
Kelly is a bestselling Author of Go Legal Yourself; an Inventor; selected Top Woman
Entrepreneur by LA Dreams Magazine; nominated as one of the Business Women of the Year by San Diego Business Journal; selected Top Lawyer by Marquis Who’s Who; selected Attorney of the Month by San Diego Attorney Journal; won Best of 2020 Oceanside Business Services award, selected Top 20 Businesswomen to watch in 2020 by Insights Success Magazine: Podcast host of Go Legal Yourself (get the App – it is free), Judge on Everyday Edisons Emmy award winning TV show, TV personality and Speaker.
A multi-degree lawyer, Kelly began her career with the largest international law firm in the world, Baker & McKenzie, where she advised domestic and international clients on all corporate matters.
Kelly has successfully founded Bagla Law Firm, APC and is currently celebrating its 10th anniversary. Kelly is also the founder and CEO of GoLegalYourself.com an online company that sells legal tools to savvy entrepreneurs.
Kelly has authored two books: Go Legal Yourself and Go Own Yourself. Both books support and promote entrepreneurship.
Kelly has been interviewed by prestigious publications such as Insight Success, Investors Digest, California Business Journal, SDVoyager and StarCentral to name a few, for her achievement, innovation and determination in helping entrepreneurs start successful businesses. Kelly is a monthly contributor to Homeland Magazine and San Diego Veterans Magazine. Kelly was also chosen to write a full chapter in The Growth Formula by Kal Reece, How Industry Leaders Overcome Fear, Debt & Financial Challenges.
Kelly’s passion is to help entrepreneurs achieve their dreams and she lives by her own moto: “Grab the world by the pearls, it’s yours for the taking!” – by Kelly Bagla, Esq.
Kelly and her husband, Brent, live in San Diego with their four beautiful dogs.
5857 Owens Ave, Ste 300
Carlsbad, CA 92008
Sudden death or catastrophe in family leaves you stunned. Learn to be organized for crisis management!