Building Wealth in Your Early Career (Presented by IEEE R4)

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"Building Wealth in Your Early Career" will walk early career professionals through the 7 steps to build and preserve their wealth.

You Will Learn:

  • The 3 disasters that can destroy your finances and how to protect against them.
  • The 4 MOST underutilized employer-sponsored benefits and how to take advantage of them. 
  • How to prioritize paying off debts and the 2 most popular strategies.
  • What an adequate "emergency fund" should be for your family, and it's not the same for everyone.
  • Why tax planning is so important, and how to avoid a ticking tax time-bomb once you get to retirement. 
  • The 3 phases of investing and why investing looks different during each phase.
  • How to protect everything you've worked hard for, and the importance of wills, trusts and other estate planning documents. 
  • How to actually save for and accomplish your financial goals, and how to NOT overcomplicate it in the process. 
  • The 5 areas when optimizing and automating your money really makes sense, and when it doesn't.
  • Why traditional retirement planning is missing the mark, and how to re-think your retirement plans.

Don't miss out, register today! 

*The presenter and this workshop is not affiliated, sponsored or endorsed by IEEE in any way.


  Date and Time

  Location

  Hosts

  Registration


  • Date: 17 Apr 2025
  • Time: 12:00 PM to 01:00 PM
  • All times are (UTC-05:00) Central Time (US & Canada)
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  Speakers

David Sandhu

Topic:

Building Your Wealth in Your Early Career

Biography:

David 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.