IEEE Investing Basics: Five Steps to Building a Disciplined Investment Strategy

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Investment Strategies: understand decision-making through market volatility, goal orientation, risk tolerance, long-term perspective, and diversification.

 

Join us for a session on building a disciplined investment Strategy. Find out how your portfolio ranks in achieving your life financial goals. How does

Uncle Sam play a role in your ultimate monetary goals? What type of financial strategies can you implement today to hit those marks?

Find out today all you need to know.

Tax Strategies for Medical Professionals Amid Economic Uncertainty 


  Date and Time

  Location

  Hosts

  Registration


  • Date: 06 Jun 2024
  • Time: 07:00 PM UTC to 08:00 PM UTC
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  • Contact Event Hosts

  • Mike Brisbois
    708.668.5488
    mike.brisbois@ieee.org

  • Co-sponsored by IEEE Power and Energy Society
  • Starts 01 May 2024 07:00 AM UTC
  • Ends 06 June 2024 08:00 PM UTC
  • No Admission Charge

  Speakers

Phuong Toan Nguyen of Northwest Mutual

Topic:

Wealth Management Financial Planning

Wealth Management Financial Planning.

 

Biography:

Tommy Nguyen is a financial advisor with Northwestern Mutual San Jose, known for his dedication in promoting financial literacy and building financial security for members in his community through comprehensive financial planning. He has built his financial planning practice on pillars of long-term relationships, unwavering integrity, trust, and a commitment to continuous education. Tommy takes pride in supporting professionals across multiple sectors, such as medical, airline, and tech, as well as serving immigrants and diverse communities. It's both a privilege and a cornerstone of his practice to provide tailored financial guidance that empowers individuals and families to navigate toward their financial aspirations with confidence and clarity.

 

Email:

Address:San Jose, United States, 95113




Agenda

12:00 pm PDT IEEE Announcement
12:02 pm PDT Introduction of speaker
12:04 pm PDT Presentation
12:45 pm PDT Q&A



Series 6, Retirement Bonds, Stocks, Options, CDs, mutual funds. Which ones do I need to achieve success in my financial Portfolio? Flyer  Register