IEEE-USA Livestream Webinar: Money Moves That Matter: Financial & Estate Planning in Your Early-Career

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U.S. members are eligible for a PDH certificate through watching this webinar.

Are you a rising professional looking to get a head start on securing your financial future? Join us for Money Moves That Matter: Financial & Estate Planning in Your Early Career, where you’ll learn the essential strategies to grow and safeguard your wealth right from the start. This interactive workshop will demystify key topics like establishing financial goals, building an investment portfolio, and understanding the basics of estate planning—even if you’re just beginning to build your estate.

We’ll tackle some of the most pressing questions early-career pros face:
  • “Do I really need a will or trust if I’m just starting out?”
  • “How can I balance saving for tomorrow while trying to enjoy today?”
  • “What steps do I take to shield myself and my loved ones from unforeseen events?”
  • “How can I grow my wealth while keeping an eye on future estate considerations?”
This session is designed to help you avoid costly mistakes, make smarter money decisions, and lay the foundation for long-term success. You’ll leave with a clear action plan to protect your financial well-being and to ensure that your future is secure—no matter what life brings your way. Don’t miss this chance to empower your early-career self with the financial tools and knowledge you need to thrive!

 


  Date and Time

  Location

  Hosts

  Registration


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  • Contact Event Hosts
    • Kayla Henneberry, IEEE-USA
      k.henneberry@ieee.org
  • Starts 09 July 2025 08:22 PM UTC
  • Ends 06 August 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 the financial planning process, 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 and he is always looking for ways to encourage others to reach their goals. David is a Chartered Retirement Planning Counselor and Financial Advisor with EverSource Wealth Advisors– a Registered Investment Advisory Firm. David has a passion for education and understands that the key to successful retirement planning begins with wisdom.




Agenda

IEEE-USA's free webinars/events are designed to help you find your next job, maintain your career, negotiate an appropriate salary, understand ethical considerations in the workplace and learn about other career-building strategies and public policy developments that affect your profession.

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For information regarding upcoming webinars or to visit our vast webinar archive, please visit: https://ieeeusa.org/careers/webinars

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