Presenter: David Sandhu
Overview
Whether you’re just starting your engineering career or a few years from retirement, this webinar will provide a strategic blueprint to help you maximize your wealth potential. From optimizing income streams and tax strategies to leveraging investments and retirement planning, we’ll cover essential steps to engineer your financial success.
You will learn how to:
- Understand which stage of financial independence you are in
- Plan for the 3 major mistakes employees make with their benefits plan
- Invest according to your phase of retirement
- Incorporate tax planning into your financial strategy
- Develop and implement financial systems for long term success
Don’t miss out, register today!
About the Presenter
David Sandhu formerly worked for SpaceX, Raytheon and Lockheed Martin as an engineer before he transitioned to the financial services industry. After his father passed away, David helped his mom through some tough financial questions, and that gave him the spark to pursue a career in financial planning. David is passionate about serving others and lives by Zig Ziglar’s famous saying, “You can have everything in life you want, if you will just help enough other people get what they want.” He knows first-hand that true happiness is experienced when helping others.
