FREE WEEKLY MEETUP • HOSTED BY THUY TRAN AND VAN GORDON
WealthWizdomWellness
Free to attend · link sent by email after you register
“WealthWizdomWellness is a free, 30-minute online meetup that Thuy and Van hosts every other Wednesday night. Each session takes one topic that helps people live better — money, health, family, and the life they’re building. The point is to be genuinely useful, get our name in front of more people, and get folks to show up.”
HOW IT WORKS
Simple, by design
1
Register free
Drop your name and email. We’ll send your Google Meet link right away.
2
Show up Wednesday
Join from anywhere for 30 focused minutes. No homework, no jargon.
3
Live a little better
Leave with one clear, useful idea — and come back in two weeks for the next.
WHEN
Wednesday, September 16, 2026 · 6:00 – 6:30 PM PDT
WHERE
Online via
Google Meet
COST
Complimentary for all guests
UPCOMING CONVERSATIONS
THE Concast AHEAD
June
01
Wealth: Thuy’s Market Musings: “Investing in the AI ecosystem – Location Matters”
#wealth #everyone
1
June
15
Wizdom: “Leaving a Legacy of Knowledge. The Timeless Gift of Mentorship”
| Guest Speaker: Mindy Pham Bui
Wealth Generation: “Building Your Financial Legacy: Partnering with an RIA through the 7Ps”
2
June
29
Wizdom: “Timeless Gift of Mentorship”
| Guest Speaker: Trinity Nguyen
Wealth Protection: “7Ps of Asset Protection”
| Speaker: Van Gordon
Wealth: Thuy’s Market Musings
- Government IRA for Kids – is this free money?
- Investing in US vs International Stock Markets
- Can the technology rally continue?
- Growing your network through the Kinetic Collective
#wealth #business-owner
3
July
13
Wizdom: “Update on Current Immigration Environment: EB-3 and EB-5 Visas“
| Guest Speaker: Andrew Johnson (Managing Partner and Lead Attorney, Continental Immigration Law Associates, PC)
Wealth: Thuy’s Market Musings
- Momentum Selloff – A rotation out of AI winners
- Thuy will share his thoughts on the upcoming Q2 reporting season.
- King’s Reward – Power of Compounding
- A look at the US at 250 through 6 charts
#wealth #wizdom
4
July
27
Wizdom: “The Importance of Teching Financial Literacy to Young Aduts”
| Speakers: Adriana Lucas – Associate Director of The Todd and Lisa Halbrook Center for Investment and Wealth Management (CIWM)
Wealth: Thuy’s Market Musings
- Deglobalization – Phase 3
- Q2 Earnings – AI Disruption Going Nuclear
- Chinese AI LLM – Moonshot across the Bow?
- SpaceX – Beware the Ides of August
- Will the Fed Hike?
#wealth #wizdom
5
Aug
12
Wizdom: Integrating AI into your business to make it more successful
| “Is your business AI ready?”
Guest Speaker: Hema Dey, Author of The AI Translator: Making Your Marketing Message Click with People and Code.
Wealth: Thuy’s Market Musings
| “4 Pillars, Losing $35bn, Chinese AI”
- The 4 Pillars of investing in the new stock market cycle
- The Lack of ‘Situational Awareness’ – Anatomy of an AI stock fund losing $35bn
- Alibaba’s Qwen3.8-Max- Catching up to Anthropic?
- Impact of Strategic Petroleum Reserve at 43 yr lows?
#wealth #wizdom
6
Sep
2
Wizdom: “Real Estate Investing and 1031 Exchanges”
| Speakers: Franck Bideau, Exchange Resources, Inc.
#wizdom
7
Sep
16
Wizdom: “Exiting Your Business”
| Guest Speakers: Craig Russom, OCIE SBDC Network.
Wealth: Thuy’s Market Musings
- One month after the July tech meltdown—is it safe to go back in the water?
- Has the technology sector seen its highs for 2026?
- Q2 Earnings—watch those margins go!
- Big Tech Capex: Will it pay off?
- Is Chinese AI gaining ground?
- Anthropic IPO: A sign of the top?
- AI Adopters: “Boring” is good
- Fed Watch: Not a matter of if, but when?
- Tariffs: Just because you can doesn’t mean you should
- Midterm Elections: The Ides of November?
- Risk-on or Risk-off?
#wealth #wizdom
Upcoming
9
Oct
14
Wizdom: “Scholarships for Women in Developing Countries”
| Guest Speakers: Brian Brenner, U-Go University.
Wealth: Thuy’s Market Musings
#wealth #wizdom
Upcoming
10
Oct
28
Wizdom: Helping Small Businesses Find workers
| Lara Rofman of NOCE.
#wizdom
Upcoming
11
Nov
11
Wizdom: Using Therapy to Help Small Business Owners Manage Burnout
| Guest Speakers: Nina Barker, JD, CEO of Norooz Clinic.
#wizdom
Upcoming
12
*Click on a host’s name to view their bio.
*Click “Past Concast” to jump to the archive section.
MEET THE EXPERTS
HOSTS & FEATURED SPEAKERS
Van Gordon – Agency Priciple
Van Gordon Insurance and Financial Services
YOUR HOST
Van Gordon
– Agency Principle, Van Gordon Insurance and Financial Services
Beyond business, Van is deeply passionate about mentoring and empowering the next generation of entrepreneurs and leaders. She believes true success is not only measured by financial growth, but also by the ability to create freedom, impact, and opportunities that positively influence future generations. Outside of work, Van enjoys traveling, exploring new cultures, discovering new destinations, and experiencing cuisine from around the world — experiences that continue to shape her global perspective and personal growth.
Thuy Tran – Chief Investment Officer
KYUR
CO HOST
Thuy Tran
– Chief Investment Officer, KYUR
Thuy Tran is the Chief Investment Officer of KYUR (pronounced Cure) Wealth. KYUR is a fully independent, minority owned money management firm based in Newport Beach on Fashion Island. KYUR provides customized Total Wealth Solutions comprising Equities, Bonds, Commodities, Real Estate and Crypto. Thuy has over 20 years of experience managing traditional and hedge fund equity strategies across U. S. and Global markets, in Europe, Asia-Pacific and Emerging Markets.
Thuy graduated with an MBA in Finance and Strategic Management from the Wharton School of Business at the University of Pennsylvania. He was selected by Wharton Finance professors as a Wharton Fund Fellow to manage a portion of UPenn’s endowment fund. He earned a B.S. in Economics and Accounting from NYU’s Stern School of Business where he also studied history and language at Hanoi University.
Prior to KYUR, Thuy worked for large NYC based investment firms such as Neuberger Berman and Man GLG managing institutional funds. Funds he managed were top rated by Morningstar, Lipper and Pensions & Investments.
Thuy believes building strong relationships with business owners is important for supporting and growing a thriving community.
Thuy was chosen as the XBN (X Business Network) 2025 member of the year. He’s also a member of the OC FDI Coalition and VNARP. Additionally, Thuy founded the Kinetic Collective. Its goal is to provide business owners a forum to meet and help each other build momentum in their businesses.
Craig Russom
Business Consultant, Finance Center —
OCIE SBDC Network
Upcoming Guest Speaker
Craig Russom
Business Consultant, Finance Center — OCIE SBDC Network
Areas of Expertise: Strategic financial planning, Cash flow analysis, Projections, Project management, QuickBooks, P&L, Balance sheet analysis, Debt financing, Lending, Experience, …
Craig has been self-employed for more than 27 years. He started in specialty sporting goods and later ventured into the world of finance in 2004. Craig has been a licensed California broker since 2006 and a business financial, cash flow, and access to debt capital specialist.
Cali Tran
Litigation and Estate Planning Attorney —
Entrust Law Firm
Upcoming Guest Speaker
Cali Tran
Litigation and Estate Planning Attorney — Entrust Law Firm
Cali is a highly skilled commercial litigator known for her creative strategies and unparalleled commitment to her clients. She has represented clients in a wide range of commercial and real estate litigation matters, including breach of contract disputes, business torts, and intellectual property disputes.
Prior to cofounding Entrust Law, Cali began her legal career at the prestigious law firm of Wilson Sonsini Goodrich & Rosati, where she gained experience working on complex commercial and securities litigation cases for Fortune 500 companies. She later joined the law firm of McKool Smith & Hennigan, where she focused on representing smaller businesses and entrepreneurs. Cali is passionate about giving back to her community and has been recognized for her commitment to pro bono work.
Cali received her J.D. from UC Berkeley School of Law where she served as the Senior Development Editor of the California Law Review. She graduated from UCLA summa cum laude with a Bachelor of Arts degree in Political Science and Communication Studies. She is admitted to practice law in the state of California.
When she’s not advocating on behalf of her clients, Cali enjoys yoga, spending time in nature, and travelling.
Brian Brenner
U-Go University
Upcoming Guest Speaker
Brian Brenner
U-Go University
Brian Brenner is driven by a deep commitment to helping others, whether it’s supporting his family, his community, or the companies he serves. A devoted husband and father of three, Brian finds joy in life’s small moments, staying active, and giving back. In addition to supporting U-GO University, he serves on the board of the Irvine Valley College Foundation.
Professionally, Brian brings nearly 30 years of experience in commercial real estate globally. His focus is supporting companies with life sciences and advanced manufacturing navigating complex needs like cGMP facilities, lab spaces, and industrial hubs and has completed over 600 projects across 100+ global markets.
Brian’s global perspective and dedication to building relationships sets him apart. Whether he’s helping a biotech company expand or mentoring future leaders, Brian is motivated by a genuine desire to make a positive impact—both professionally and personally.
Nina Barber
Chief Executive Officer — Norooz Clinic Foundation
Upcoming Guest Speaker
Nina Barber
Chief Executive Officer — Norooz Clinic Foundation
Nina Barber is the Chief Executive Officer of the Norooz Clinic Foundation, a non-profit mental health clinic based in Santa Ana, California, where she has served since 2012. Over the past 14 years, she has helped the clinic expand access to affordable, culturally responsive care through business development, program implementation, and strong operations.
Nina holds a Bachelor of Arts in Psychology from California State University, Fullerton, and a Juris Doctor from Santa Clara University School of Law, bringing a unique blend of business insight and legal expertise to her leadership. In addition to her work in the non-profit sector, she is also a small business owner and serves as an adjunct professor teaching law in a paralegal program. Across all of her work, Nina is committed to breaking down stigma, strengthening the behavioral health workforce, and creating more accessible pathways to care.
GOOD TO KNOW
Questions, answered
How much does it cost?
Nothing. Every session is free — just register and join.
Do I have to come to all of them?
Not at all. Come to the topics that speak to you. You’re always welcome.
What if I can't make it live?
Register anyway and we’ll keep you posted on the next session and any recaps.
How do I join?
After you register, we’ll email your Google Meet link and a reminder before it starts.
PREVIOUS CONVERSATIONS
Past Concast
PAST Guest SPEAKERS
