Creating, Growing, & Protecting Your Assets

An unprecedented amount of assets will shift into the hands of women over the next three to five years, representing a $30 trillion opportunity by the end of the decade. Join us on Thursday, August 18th at Red Rock Country Club to learn how to create, grow, and protect financial assets, creating generational wealth for years to come.

Together we will explore answers to common questions, such as:

• What is characterized as an asset?
  
• How do you grow the assets you currently have and want in the future?
  
• What are the tax benefits and implications?
  
• How do you protect your assets?
  

Moderator:

Andrea Simmons - CEO & Managing Attorney at ABSimmons Law PLLC/Chief Executive Officer at MAAS Solutions Group LLC

Panelists:

• Fineza Tangua - Branch Manager, Vice President at Wells Fargo Advisors
• Shane Jasmine Young - Founder, Attorney, Counselor at Law at Young LawGroup
• Shiny Rachel Mathew - Attorney, Partner, Co-Owner of Polston Tax
• Kristin Kiriu-Case - Business Owner at MattNik Bookkeeping and TaxSolutions

Price: $25

, CEO & Managing Attorney at ABSimmons Law PLLC/Chief Executive Officer at MAAS Solutions Group LLC

Andrea Simmons Esq., LL.M received her Juris Doctorate from Thomas Jefferson School of Law in 2016 while raising four children with a spouse working overseas. She later obtained her Master of Laws in International Business Law in March 2020. Andréa wrote and defended her Masters’ Thesis on “Concerns facing the Global Intellectual Property of Copyrights in the Digital Age”.

She is currently the Chair of the Las Vegas National Bar Association Foundation and the Gala Committee Co-Chair of the Las Vegas National Bar Association. She also sits on the board of Nevada Prep Charter School.

Andréa is a licensed attorney and opened her own law firm ABSimmons Law PLLC in 2020. Her firm focuses on the practice of intellectual property (IP) law (copyright, trademark, trade secrets, licensing agreements, etc.), international business law, entertainment law, and some immigration. Andréa opened her own firm because she cares about making sure that individuals and small businesses understand their IP rights. She knows how intimidating legalese can be, therefore she is dedicated to keeping her clients informed and educated.

In April 2021, Andréa decided to start her own fleet maintenance, logistics and communications company in Las Vegas, Nevada. This desire came for the nearly twelve years she spent supporting her husband as he performed government contracts of heavy wheeled fleet maintenance overseas in areas such as Afghanistan, Iraq, Kuwait, and Saudi Arabia. With her years of experience in reviewing the contracts her husband performed and her legal background; Andréa decided to open a business that would allow her husband to still do the work he loves. This business would allow her family the opportunity to have more control over her husband’s time away from home. MAAS Solutions Group LLC was formed and is seeking contracts in the local and federal government and private sectors performing fleet maintenance, logistics and communications. Andréa looks to expand her company internationally and continue to protect the intellectual property rights of small business owners and individuals.

, Branch Manager, Vice President at Wells Fargo Advisors

Fineza Tangua is the Summerlin, Las Vegas Branch Manager of Wells Fargo Advisors. Fineza leads a team of Financial Advisors in growing and managing their individual practices through the development of long term client relationships and strong processes to build, manage, preserve and transition wealth.

One of Fineza’s primary goals is to identify and attract Financial Advisors who prioritize ethics, are hardworking and dedicated to putting their clients first. She strives to help Financial Advisors run their practice with a high level of efficiency and efficacy. Financial Advisors appreciate the Wells Fargo Advisors’ extensive suite of client solutions, supportive management, and entrepreneurial approach.

Fineza has been in the financial services industry for over 20 years. Over the past 15 years, Fineza has held several leadership positions with Wells Fargo Advisors; Performance Analyst, Advisory Sales Consultant and New Manager Onboarding Project Manager. She joined Wells Fargo & Company in 2007 as a Credit Manager from Edward Jones.

Fineza’s registrations include the Series 7, 66, 9, 10 and 31. Fineza earned her Bachelor of Arts from the University of Missouri-Columbia and Master of Management from Fontbonne University. She enjoys traveling, hiking, reading and spending time with family. Her daughter, Aalayla, is currently a senior at the University of Missouri-Columbia (Mizzou).

, Founder, Attorney, Counselor at Law at Young LawGroup

14-time Best of Las Vegas Winner. Shane focuses her practice on Legal Life Planning, including Trusts and Estates, Business, Long-Term Care, Kids Protection, and Pets Protection. She is passionate about educating, counseling, and providing exceptional value and service to the community.

As a wife, mother of 5, and business owner, Shane is dedicated to empowering others to make well-informed decisions for themselves, their loved ones and children, and their businesses as well as other assets – keeping families and business owners out of court and conflict, providing true peace of mind and achieving goals such as protection, legacy, and generational wealth.

Shane grew up in Las Vegas, graduating Valedictorian from Green Valley High School in 1997. In April 2000, five months pregnant with identical twins, she graduated Magna Cum Laude from Pepperdine University in Malibu, CA with a Bachelor of Science degree in Business Administration. After college, Shane and her family moved back to Las Vegas where she attended UNLV’s Boyd School of Law and earned her law degree in 2004, graduating Cum Laude and receiving the Dean’s Award.

Following law school, Shane worked in private practice for two prestigious national law firms before taking a position as the General Counsel for a financial services firm in 2015. In 2017, she and her husband and high school sweetheart, Charles, established the Young Law Group.

Shane was recently featured as a Top Businesswoman in Nevada by Vanity Fair, Fortune 500, Forbes, and Entrepreneur Magazine. She has been selected for the “40 Under 40” Award by In Business and named among the Legal Elite by Nevada Business Magazine. In addition, the Legal Aid Center of Southern Nevada has recognized Shane for her Pro Bono work and volunteering hundreds of hours to provide free legal services to those in need.

, Attorney, Partner, Co-Owner of Polston Tax

Shiny Rachel Mathew loves making the topic of tax policy, tax strategy, tax administration, tax cases, and tax law easy to understand for all!

Shiny never planned on becoming a tax attorney, but while working as an accountant she knew she wanted to fight the IRS for the business community she served. The passion she exhibits today - to help others- is the cornerstone of who she is.

Shiny’s unusually high aptitude for numbers became evident while working on her undergraduate degree. Though not required for her degree, Shiny found that she excelled in high level college math courses and took algebra, trigonometry, pre-calculus, calculus I, calculus II, calculus III, differential equations, and statistics. Her affinity for numbers and passion for helping others, prompted one of her college professors to ask her if she could hire Shiny as a teaching instructor for her college math course and if she would be interested in a job as a tutor for the math department. Shiny said yes to both! Finding ways to explain concepts to students who had enormous difficulty grasping the subjects reinforced how much Shiny loved helping others overcome obstacles in their lives. Not much has changed in the decades since and instead of helping college students, Shiny now helps business owners and self-employed individuals save their business and often their livelihood. Shiny has spoken to professional audiences over 400 times all across the United States about taxes, accounting, the economy, the budget, political economic theories, the IRS, growing a business, being self-employed, leadership, public speaking, branding, marketing, work life balance, ethics in business, and more.

In 2010, Shiny joined Rod Polston’s tax practice with 3 full time employees, and helped grow it into the 3rd largest tax resolution firm in the nation. Today Shiny Mathew and Rod Polston co-own Polston Tax with over 100 employees across 7 states, and they have helped over 10,000 clients across the nation save millions upon millions of dollars in taxes. On top of her work as a tax attorney, Shiny is incredibly involved in her community. She serves on several boards including the Bar Foundation, Metropolitan Library Endowment Trust, and was appointed by the Governor to serve as a Commissioner for the Status of Women Commission to help elevate the career and educational advancement opportunities for women.

, Business Owner at MattNik Bookkeeping and TaxSolutions

For over 8 years, Kristin has been working with Small Business Owners and Self-employed Individuals helping them with their Bookkeeping, Budgeting and Financial Analysis needs. Her passion and goal is to educate individuals by helping them get financially organized and prepare their businesses for success.

Over the years she has helped her clients understand their financial numbers so they will be prepared to make the big decisions in their businesses. As a wife, mother, and business owner, she understands the challenges that small business owners face.

Kristin Kirui-Case is also the creator and host of the Educating Your Money Podcast. This podcast was designed to help answer the questions that keep small business owners up at night. Her vision is for small business owners and self-employed individuals to walk away from each episode feeling intellectually fed with wisdom from the guests, so they can create a better plan for their business’s future.

_______________________________________________________________________________________

About the Hosting Organizations:

UPWARD

UPWARD is a global network accelerating advancement of executive women through the implementation of member and corporate programming to support diversity and inclusion in the workplace. We provide an environment where women have the opportunity to build relationships, and to receive sponsorship, resources, and the necessary support to reach and succeed in the highest level attainable in their career.

With over 6,000 members globally and 17chapters, we are the only global executive network supporting women’s career advancement. We develop member programming to assist our individual members to Meet UP, Build UP, and Move UP in their professional careers and we design corporate diversity and inclusion programs to challenge the status quo for women’s advancement to executive leadership. The mission of UPWARD is to accelerate career advancement for executive women by:

• Creating collaborative meet UP gatherings to learn from leaders and to increase networking
• Curating programs that build UP members through focused conversations about their professional development
• Nurturing relationships that help members move UP into the executive ranks during their careers

________________________________________________________________________________________________

We encourage you to consider a donation to UPWARD, a 501(c)3 organization. Receipt for donations will be sent to your email you register with. To learn more, please check out our website at www.upwardwomen.org

UPWARD events are open to our executive-level, female members. If you are currently not an UPWARD member, by registering for this event you are accepting a complimentary UPWARD membership.

Criteria for membership: Members must be at senior level (i.e., a director, fellow, vice president, founder), or C-level executive in business, technical, government, and academia or an executive in a professional field such as a lawyer, doctor, financier, investment partner, professor, etc.

This is a private event. UPWARD reserves the right to accept or decline an individual's registration for an event for any reason. UPWARD reserves the right to prohibit entry of or to remove from the event any individual, whether registered or not, for any reason, including (but not limited to) disruptive conduct or conduct that is otherwise is not in keeping with the character and purpose of the event, as determined by UPWARD in its sole discretion. UPWARD shall not have any obligation to provide any refund to any person removed from an event. Our policy applies to everyone at the event, including (but not limited to) attendees, speakers, special guests, professionals, press, staff and volunteers.

________________________________________________________________________________________________

NOTE: We will accept cancellations for paid events only up to 72 business hours prior to the event. Any notices after that time is not refundable. Because UPWARD is a 501(c)(3) non-profit, we would appreciate your consideration of a tax-deductible donation versus a refund.

For more info about Fundraising Disclosures, please refer to this link: https://www.upwardwomen.org/donate/

Event Venue & Nearby Stays

Red Rock Country Club, 2250 A Red Springs Drive, Las Vegas, United States