Presenters: David Sandhu
Overview
Whether you’re a novice investor or seasoned pro, understanding how, when and where to invest might make or break your investing and retirement plan.
During this workshop, David Sandhu will guide you through the basics of investing, the three phases of investing, the ways to invest and provide invaluable insights into how to navigate investment accounts.
Additionally, we’ll shed light on common pitfalls that investors often encounter and equip you with practical strategies to sidestep these mistakes. From emotional decision-making to neglecting risk management, we’ll cover it all.
Don’t miss this opportunity to gain a deeper understanding of the investing journey and arm yourself with the knowledge needed to achieve your financial goals with confidence.
About the Presenters
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.
David Sandhu is an investment advisor representative with EverSource Wealth Advisors, a registered investment advisor.
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.
