Presenter: David Sandhu
Overview
Are you a rising professional looking to get a head start on securing your financial future? Join us for Money Moves That Matter: Financial & Estate Planning in Your Early Career, where you’ll learn the essential strategies to grow and safeguard your wealth right from the start. This interactive workshop will demystify key topics like establishing financial goals, building an investment portfolio, and understanding the basics of estate planning—even if you’re just beginning to build your estate.
We’ll tackle some of the most pressing questions early-career pros face:
- “Do I really need a will or trust if I’m just starting out?”
- “How can I balance saving for tomorrow while trying to enjoy today?”
- “What steps do I take to shield myself and my loved ones from unforeseen events?”
- “How can I grow my wealth while keeping an eye on future estate considerations?”
This session is designed to help you avoid costly mistakes, make smarter money decisions, and lay the foundation for long-term success. You’ll leave with a clear action plan to protect your financial well-being and to ensure that your future is secure—no matter what life brings your way. Don’t miss this chance to empower your early-career self with the financial tools and knowledge you need to thrive!
About the Presenter
David Sandhu formerly worked for SpaceX, Raytheon and Lockheed Martin as an engineer before he transitioned to the financial services industry. David is a Chartered Retirement Planning Counselor and Financial Advisor with EverSource Wealth Advisors– a Registered Investment Advisory Firm. David has a passion for education and understands that the key to successful retirement planning begins with wisdom.
Earn PDH Credits
U.S. IEEE members who have participated in an IEEE-USA Webinar can earn professional development hours (PDHs) from IEEE’s Educational Activities Department by clicking here to request a certificate.*
*Please allow 7-10 days to receive a certificate.
