#RF #Microwave #EMC

by Joy Dow of Northwestern Mutual

 

Wednesday, March 12, 2025

6PM -8PM

 

10401 Roselle Street

San Diego, California 92121

 

Cost: Complimentary and Dinner will be provided

On-site Parking will be complimentary 

 

Topic:

In this session, we will explore comprehensive financial strategies tailored for successful individuals, focusing on key areas such as investments, insurance, estate planning, and navigating equity compensation. Joy will cover essential topics including:

• Planning for equity compensation
• The Financial Planning Checklist: A Roadmap to Building Your Dream Financial Future
• Investing 101: Key Do’s and Don’ts, what to expect, and how to get started
• Building a Tax-Efficient Financial Plan: Paying your fair share without overpaying

Join us for a discussion designed to empower you with the knowledge and tools necessary for effective wealth management and long-term financial success

 

Speaker:

Joy Dow, is a CERTIFIED FINANCIAL PLANNER™ (CFP) who runs a boutique wealth management and financial planning practice, service clients nationwide. She and her team specialize in working with tech professions and those with any form of equity compensation 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 in the top 10% of advisors. She attributes her professional growth to continual learning, effectively listening and communicating, and recommending the right strategies for her clients at the appropriate time.