The C-Sweet Orange County / Irvine Chapter Event
✨Wealth, Power, and Legacy✨
Tuesday, March 24th
05:30 PM - 07:30 PM PT
Capital Group Irvine Office
6455 Irvine Center Dr, Irvine, CA 92618
A Fireside Investment Conversation for Executive Women
As women rise into senior leadership, money begins to feel different. The decisions carry more weight. The timelines extend further. And the responsibility reaches beyond our roles and careers.
This fireside gathering brings C-Sweet women together for a thoughtful conversation about wealth, investing, and legacy — grounded in leadership, clarity, and long-term vision. We’ll explore how financial decisions evolve as influence grows, how wealth can create flexibility and peace of mind, and how legacy is shaped through the choices we make today.
This evening is designed for women who are already leading and want their financial strategy to reflect the level at which they operate — clear, grounded, and forward-looking.
You’ll leave feeling more informed, more confident, and more connected to what’s possible for you, your family, and the impact you are building.
Complimentary for C-Sweet members. Non-member tickets - $89.
Meet the Speakers
Susie Emami
Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services
Susie Emami is Senior Vice President and Private Wealth Advisor, where she leads portfolio strategy with a focus on long-term performance and risk management. With over two decades in investment research and asset management, she brings deep expertise in equity analysis and global markets.
Susanna has held leadership roles at prominent firms including Mercer and Wellington Management. She is passionate about aligning investment decisions with purpose, performance, and impact.
Yvonne Kuhn
Financial Advisor at Edward Jones
Yvonne Kuhn, CFP® is a Financial Advisor serving clients in North Tustin, California. Her commitment to financial planning began early, inspired by her parents and reinforced when she made her first investment at age 18. She graduated summa cum laude from UCLA and began her career in the corporate world, where she consistently encouraged colleagues to plan for retirement. Recognizing the fulfillment she found in guiding others toward financial security, she chose to pursue a career as a financial advisor to make a meaningful impact in her clients’ lives.
In 2010, Yvonne opened the first Edward Jones branch office in North Tustin. During her first year in practice, she was honored with the Ted Jones Prospecting Award in recognition of her dedication and growth.
Linda Bright
Sr. Vice President & Managing Director at MMA - West Region
Linda Bright, AIF®, CRA®, C(k)P® is Senior Vice President and Managing Director with MMA – West Region (formerly Precept Advisory Group), where she serves as a 401(k) consultant and investment advisor to mid- and large-sized public and private corporations. With more than 25 years of experience in retirement plan consulting, Linda provides fiduciary guidance to investment committees on plan design optimization, benchmarking, and investment selection and monitoring.
As a Managing Director and business lead, Linda oversees the practice while continuing to work directly with corporate clients. Her team currently manages over $5.5 billion in defined contribution plan assets. She is known for her expertise in fiduciary stewardship and her strategic approach to helping organizations strengthen retirement outcomes for their employees.
Linda holds a Bachelor of Arts in Business Economics from the University of California, Santa Barbara, and is based in Irvine, California.
Kaaren Hall
Self-Directed IRA Expert | Founder and CEO of uDirect IRA Services and OCREIA | Author, National Speaker | Entrepreneur
Kaaren Hall is the Founder and CEO of uDirect IRA Services, LLC, a leading custodian specializing in self-directed IRAs for alternative investments. Since founding the firm in 2009, she has grown uDirect to manage more than $1 billion in assets for thousands of investors.
With over 20 years of experience in real estate and finance, Kaaren is recognized as a trusted authority in self-directed retirement strategies. She is also the author of The BiggerPockets Guide to Self-Directed IRAs and a sought-after speaker and educator in the industry.
Sponsored by:
***Check your calendars and join us! All event fees are non-refundable.***
New to C-Sweet?
Are you a female executive at the Board, C-Suite, Director, or Vice President level in a Fortune 1000, middle market, or fast-growth company? C-Sweet is perfect for you.
C-Sweet is a dynamic global community of female executives dedicated to working with each other, as well as uplifting and empowering women in the workplace. Our mission is to create an environment fostering innovation, collaboration, and professional development for women in leadership positions.
Join us today and be part of a powerful movement redefining what it means to be a woman in business.
✨C-Sweet Members get free and discounted attendance for many C-Sweet events! ✨
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