IEEE Fort Worth Life Member Affinity Group, Engineering Your Legacy: 3 Tax & Legacy Blind Spots to Avoid

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The Fort Worth LMAG would like you to join us for a virtual financial planning event. David Sandhu will present "Engineering Your Legacy: 3 Tax & Legacy Blind Spots to Avoid."

Are you building a strong financial legacy—or unknowingly leaving behind tax and estate headaches for your loved ones? In this eye-opening session, we will reveal the three most common tax and legacy blind spots that professionals and retirees overlook—and how to fix them before it’s too late. Whether you’re nearing retirement or simply want to protect what you’ve worked so hard to build, you’ll walk away with actionable strategies to: - Avoid costly estate planning mistakes - Minimize taxes on your retirement income and inheritance - Ensure your legacy reflects your values—not just your assets. Don’t let your legacy be an afterthought. Join us and take control of the future you leave behind. 

 


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  • Co-sponsored by IEEE Fort Worth Section
  • Starts 24 June 2025 05:00 AM UTC
  • Ends 08 July 2025 05:00 PM UTC
  • No Admission Charge

  Speakers

David Sandhu

Biography:

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.

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Address:Texas, United States