BEGIN:VCALENDAR VERSION:2.0 PRODID:IEEE vTools.Events//EN CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT DTSTART:20250309T030000 TZOFFSETFROM:-0800 TZOFFSETTO:-0700 RRULE:FREQ=YEARLY;BYDAY=2SU;BYMONTH=3 TZNAME:PDT END:DAYLIGHT BEGIN:STANDARD DTSTART:20251102T010000 TZOFFSETFROM:-0700 TZOFFSETTO:-0800 RRULE:FREQ=YEARLY;BYDAY=1SU;BYMONTH=11 TZNAME:PST END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTAMP:20250320T004715Z UID:7A1A5104-35AD-441D-914C-9CE66D34A944 DTSTART;TZID=America/Los_Angeles:20250312T180000 DTEND;TZID=America/Los_Angeles:20250312T200000 DESCRIPTION:IEEE San Diego Product Safety and EMC Chapter talk\n\nFinancial planning checklist: The Roadmap to Building your Dream Financial Future\n \nby Joy Dow of Northwestern Mutual\n\nEvent Details:\nWednesday\, March 1 2\, 2025\n6PM -8PM\n\nAdvanced Test Equipment Corp.\n10401 Roselle Street\ nSan Diego\, California 92121\n\nCost: Complimentary and Dinner will be pr ovided\nOn-site Parking will be complimentary\n\nTopic:\n\nIn this session \, we will explore comprehensive financial strategies tailored for success ful individuals\, focusing on key areas such as investments\, insurance\, estate planning\, and navigating equity compensation. Joy will cover essen tial topics including:\n\n- Planning for equity compensation\n- The Financ ial Planning Checklist: A Roadmap to Building Your Dream Financial Future\ n- Investing 101: Key Do’s and Don’ts\, what to expect\, and how to ge t started\n- Building a Tax-Efficient Financial Plan: Paying your fair sha re without overpaying\n\nJoin us for a discussion designed to empower you with the knowledge and tools necessary for effective wealth management and long-term financial success\n\nSpeaker:\nJoy Dow\, is a CERTIFIED FINANCI AL PLANNER™ (CFP) who runs a boutique wealth management and financial pl anning practice\, service clients nationwide. She and her team specialize in working with tech professions and those with any form of equity compens ation to decode the complexity of taxation and how to best optimize their compensation.. They help their clients to slow down to look ahead so that she and her team can give them time back to focus on the things that they love. Since she started with the firm\, she has consistently been ranked i n the top 10% of advisors. She attributes her professional growth to conti nual learning\, effectively listening and communicating\, and recommending the right strategies for her clients at the appropriate time.\n\nSpeaker( s): Joy Dow\, \n\nAgenda: \nAgenda:\n\n6PM - 6:30PM Dinner and Networking\ n\n6:30PM - 8PM Talk and Questions\n\nWednesday\, March 12th\, 2025\n\nRoo m: Building C Training Room\, Bldg: C\, 10401 Roselle Street\, Advanced Te st Equipment Corp.\, San Diego\, California\, United States\, 92121 LOCATION:Room: Building C Training Room\, Bldg: C\, 10401 Roselle Street\, Advanced Test Equipment Corp.\, San Diego\, California\, United States\, 9 2121 ORGANIZER:galcala@atecorp.com SEQUENCE:27 SUMMARY:IEEE San Diego Talk - Financial planning checklist: The Roadmap to Building your Dream Financial Future URL;VALUE=URI:https://events.vtools.ieee.org/m/466788 X-ALT-DESC:Description: <br /><h2>IEEE San Diego Product Safety and EMC Cha pter talk</h2>\n<p><strong><u>Financial planning checklist: The Roadmap to Building your Dream Financial Future</u></strong></p>\n<div>\n<h2 class=" gb-profile-name"><strong>by Joy Dow of Northwestern Mutual</strong></h2>\n </div>\n<div>&nbsp\;</div>\n<div><strong>Event Details:</strong></div>\n<d iv>Wednesday\, March 12\, 2025</div>\n<div>6PM -8PM</div>\n<div>&nbsp\;</d iv>\n<div><strong>Advanced Test Equipment Corp.</strong></div>\n<div>10401 Roselle Street</div>\n<div>San Diego\, California 92121</div>\n<div>&nbsp \;</div>\n<div>Cost: Complimentary and Dinner will be provided</div>\n<div >On-site Parking will be complimentary&nbsp\;</div>\n<div>&nbsp\;</div>\n< div>Topic:</div>\n<div>\n<p>In this session\, we will explore comprehensiv e financial strategies tailored for successful individuals\, focusing on k ey areas such as investments\, insurance\, estate planning\, and navigatin g equity compensation. Joy will cover essential topics including:</p>\n<ul >\n<li>Planning for equity compensation</li>\n<li>The Financial Planning C hecklist: A Roadmap to Building Your Dream Financial Future</li>\n<li>Inve sting 101: Key Do&rsquo\;s and Don&rsquo\;ts\, what to expect\, and how to get started</li>\n<li>Building a Tax-Efficient Financial Plan: Paying you r fair share without overpaying</li>\n</ul>\n<p>Join us for a discussion d esigned to empower you with the knowledge and tools necessary for effectiv e wealth management and long-term financial success</p>\n</div>\n<div>&nbs p\;</div>\n<div>Speaker:</div>\n<div>Joy Dow\, is a CERTIFIED FINANCIAL PL ANNER&trade\; (CFP) who runs a boutique wealth management and financial pl anning practice\, service clients nationwide. She and her team specialize in working with tech professions and those with any form of equity compens ation to decode the complexity of taxation and how to best optimize their compensation.. They help their clients to slow down to look ahead so that she and her team can give them time back to focus on the things that they love. Since she started with the firm\, she has consistently been ranked i n the top 10% of advisors. She attributes her professional growth to conti nual learning\, effectively listening and communicating\, and recommending the right strategies for her clients at the appropriate time.</div><br /> <br />Agenda: <br /><p>Agenda:</p>\n<p>6PM - 6:30PM Dinner and Networking< /p>\n<p>6:30PM - 8PM Talk and Questions</p>\n<p>Wednesday\, March 12th\, 2 025</p> END:VEVENT END:VCALENDAR