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FREE BI-WEEKLY MEETUP • HOSTED BY VAN GORDON

Wealth Wizdom Wellness

30 minutes, every other Monday, on building a richer life — inside and out.

June 1

FIRST SESSION

7:00 PM

PACIFIC TIME

30 min

EVERY OTHER MON

Google Meet

ONLINE & FREE

Free to attend · link sent by email after you register

“Wealth Wizdom Wellness is a free, 30-minute online meetup that Van hosts every other Monday 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 Monday

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.

FIRST SESSION

Thuy’s Market Musings

We start with the question underneath everything: what does a good life actually take — and how does your money serve it? A welcoming, jargon-free half-hour to kick off the series.

WHEN

Monday, June 1 • 7:00–7:30 PM PT

WHERE

Online via

Google Meet

COST

Complimentary for all guests

THE SEASON AHEAD

Six Mondays, six topics

JUN 1

Thuy’s Market Musings: Equity investing and the AI ecosystem – location matters.

EVERYONE

JUN 15

Money Basics: Confidence with the Essentials

FAMILIES

JUN 29

Protecting What You’re Building

BUSINESS OWNERS

JUL 13

Estate & Generational Wealth: Leaving a Legacy

COMMUNITY

JUL 27

Healthy Body, Healthy Wealth

EVERYONE

AUG 10

Investing for Real Life — Smart, Not Flashy

NEW INVESTORS

Van Gordon – Agency Priciple

Van Gordon – Agency Priciple

Van Gordon Insurance and Financial Services

YOUR HOST

Van Gordon – Agency Priciple

-Van Gordon Insurance and Financial Services

Van Gordon is a pro-business advisor, entrepreneur, and founder of Van Gordon Insurance & Financial Services Agency, dedicated to helping business owners, professionals, and investors protect, grow, and strategically position their wealth. With a strong focus on insurance planning, financial strategies, and business growth, she works closely with clients to simplify complex decisions and create long-term solutions that align with both personal and business goals.
She is also the founder of SohoSocal, a collaborative platform created to provide busy entrepreneurs and investors with access to valuable information, education, tools, and a trusted network of professionals. Through SohoSocal, members gain insights into investment strategies, strategic tax planning, risk management, and multigenerational wealth planning — all while building a lifestyle centered around health, happiness, balance, and meaningful relationships.

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

Thuy Tran – Chief Investment Officer

KYUR

CO HOST

Thuy Tran – Chief Investment Officer

-KYUR

Thuy Tran has over 20 years of global investing experience. He has managed institutional investment portfolios, traditional and hedge funds, for large investment firms such as Neuberger Berman and Man GLG. He graduated with an MBA in Finance from the Wharton School of Business where he was chosen by Wharton Finance Professors to be a Fund Fellow. He is also a graduate of the NYU Stern School of Business and Choate Rosemary Hall. He has lived and studied abroad in Asia and Europe.
Thuy believes that mentorship is one of the greatest ways of giving back. He is a community partner with UCI’s Merage School of Business and the Todd and Lisa Halbrook Center for Investments and Wealth Management and Ascend Global leaders. He mentors high school and UC Irvine and UC Riverside undergraduates where he provides insights into potential educational and professional paths.
Thuy believes building strong relationships with business owners is important in supporting and growing a thriving community. Thuy was recently voted XBN 2025 member of the year. He’s also a member of VNARP. Additionally, Thuy is the founder of the Kinetic Collective. Its goal is to provide business owners an informal forum to meet and help each other build momentum in their businesses.

In his spare time, you can find Thuy on the pickleball court working on his dink game. He’s always looking for a game in OC.

GOOD TO KNOW

Questions, answered

Nothing. Every session is free — just register and join.

Not at all. Come to the topics that speak to you. You’re always welcome.

Register anyway and we’ll keep you posted on the next session and any recaps.

After you register, we’ll email your Google Meet link and a reminder before it starts.

SAVE YOUR SEAT

See you Monday, June 1

Tell us where to send your Google Meet link. Thirty minutes, one topic that matters.

Invest Smart Live Well..

Free to attend · we’ll send your Google Meet link and a friendly reminder.