About this Event
The Rules of Wealth: Asset Protection, Tax Strategy & Legacy Planning
Building wealth is only part of the journey — protecting it, growing it efficiently, and passing it on intentionally are the real rules of long-term financial success.
Join us for an insightful evening with experienced professionals who will share practical strategies for asset protection, tax planning, and legacy building. This event is designed for entrepreneurs, investors, professionals, and families who want to structure their finances and businesses for long-term stability and generational impact.
Learn how thoughtful planning can help you keep more of what you earn, minimize taxes, and protect the wealth you’ve worked hard to build.
What You'll Learn
• Key strategies for protecting assets and reducing financial risk
• Tax planning insights for business owners and investors
• Legal structures that support long-term wealth and estate planning
• How to build and transfer wealth across generations
Speakers
Steven Chau – Founder, Citadel CPA
A Certified Public Accountant with over a decade of experience helping individuals and business owners become more tax-efficient through proactive planning and strategic implementation. Steven founded Citadel CPA Group to focus on practical tax strategies that support long-term financial success.
Chuong M. Le – Managing Partner, 3i Law
Chuong advises individuals, families, and businesses on legacy planning, tax matters, corporate law, and real estate investments. With an LL.M. in Taxation, he brings deep expertise in helping clients structure their affairs for long-term protection and growth.
Andy Leung – Real Estate Broker & Investor, AJA Realty
Andy Leung is a real estate broker, investor, and entrepreneur with decades of experience in residential and commercial real estate. As the founder of AJA Realty, he helps clients buy, sell, and invest in properties while guiding investors on building long-term wealth through real estate. With a background in IT consulting and experience owning rental properties and commercial buildings, Andy focuses on practical strategies that help individuals create financial independence through smart real estate investments.
Who Should Attend
• Entrepreneurs and business owners
• Real estate investors
• Professionals and executives
• Anyone interested in tax strategy, asset protection, and legacy planning
Hosted by AJA Realty & eXp Realty
Event Venue & Nearby Stays
FieldhouseUSA Aurora, 14200 East Alameda Avenue, Aurora, United States
USD 0.00











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