Financial Wellness for Women: 10 Steps to Navigating Money
Join us for a financial wellness seminar tailored for professional women. Women often face unique financial challenges, including longer life expectancies, career breaks, and extended caregiving responsibilities. Learn strategies to help build confidence and achieve your financial goals.
The topics covered include:
- 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.
- How to actually save for and accomplish your financial goals.
- What an adequate "emergency fund" should be for your family - it's not the same for everyone.
- How to protect everything you've worked hard for, and the importance of wills, trusts, and other estate planning documents.
- Why traditional retirement planning is missing the mark, and how to re-think your retirement plans.
To help customize the seminar to participants' needs and interests, please fill out the anonymous questionnaire: Financial Wellness Survey.
Please feel free to contact the hosts with questions.
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Speakers
Biography:
David Sandhu, CRPC, is a Senior Financial Advisor with EverSource Wealth Advisors. After more than a decade as an Electrical Engineer, including time at L3 Harris and Lockheed Martin, he discovered a new passion for financial advising while helping his mother navigate her finances after his father's death. He is dedicated to providing financial education to the IEEE community through a variety of monthly workshops.