{"id":57419,"global_id":"ieeeusa.org?id=57419","global_id_lineage":["ieeeusa.org?id=57419"],"author":"4","status":"publish","date":"2025-07-29 17:36:21","date_utc":"2025-07-29 21:36:21","modified":"2025-09-23 15:45:43","modified_utc":"2025-09-23 19:45:43","url":"https:\/\/ieeeusa.org\/events\/financial-estate-planning-in-your-early-career\/","rest_url":"https:\/\/ieeeusa.org\/wp-json\/tribe\/events\/v1\/events\/57419","title":"Money Moves That Matter: Financial &#038; Estate Planning in Your Early-Career","description":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:calc( 1260px + 40px );margin-left: calc(-40px \/ 2 );margin-right: calc(-40px \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:20px;--awb-margin-bottom-large:20px;--awb-spacing-left-large:20px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:20px;--awb-spacing-left-medium:20px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:20px;--awb-spacing-left-small:20px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-image-element \" style=\"text-align:center;--awb-caption-title-font-family:var(--h2_typography-font-family);--awb-caption-title-font-weight:var(--h2_typography-font-weight);--awb-caption-title-font-style:var(--h2_typography-font-style);--awb-caption-title-size:var(--h2_typography-font-size);--awb-caption-title-transform:var(--h2_typography-text-transform);--awb-caption-title-line-height:var(--h2_typography-line-height);--awb-caption-title-letter-spacing:var(--h2_typography-letter-spacing);\"><span class=\" fusion-imageframe imageframe-none imageframe-1 hover-type-none\"><a class=\"fusion-no-lightbox\" href=\"https:\/\/www.ieeeinsurance.com\/ieee-us-refresh.html\" target=\"_blank\" aria-label=\"Presented by IEEE-USA and the IEEE Foundation\" rel=\"noopener noreferrer\"><img decoding=\"async\" width=\"533\" height=\"89\" alt=\"IEEE Member Group Insurance Program - Powered by AMBA\" src=\"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/02\/Presentedby-ieeeusa-ieeefoundation.png\" data-orig-src=\"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/02\/Presentedby-ieeeusa-ieeefoundation.png\" class=\"lazyload img-responsive wp-image-57019\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27533%27%20height%3D%2789%27%20viewBox%3D%270%200%20533%2089%27%3E%3Crect%20width%3D%27533%27%20height%3D%2789%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/02\/Presentedby-ieeeusa-ieeefoundation-200x33.png 200w, https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/02\/Presentedby-ieeeusa-ieeefoundation-400x67.png 400w, https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/02\/Presentedby-ieeeusa-ieeefoundation.png 533w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, (max-width: 640px) 100vw, 533px\" \/><\/a><\/span><\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:20px;--awb-margin-bottom-large:20px;--awb-spacing-left-large:20px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:20px;--awb-spacing-left-medium:20px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:20px;--awb-spacing-left-small:20px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\" style=\"--awb-text-transform:none;\"><div class=\"video-shortcode\"><iframe title=\"Webinar: Money Moves That Matter - Financial &amp; Estate Planning in Your Early-Career\" width=\"1260\" height=\"709\" src=\"https:\/\/www.youtube.com\/embed\/Murfl1v-p5c?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<p><strong>Presenter: <\/strong>David Sandhu<\/p>\n<h2>Overview<\/h2>\n<p>Are you a rising professional looking to get a head start on securing your financial future? Join us for Money Moves That Matter: Financial &amp; Estate Planning in Your Early Career, where you\u2019ll 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\u2014even if you\u2019re just beginning to build your estate.<\/p>\n<p>We\u2019ll tackle some of the most pressing questions early-career pros face:<\/p>\n<ul>\n<li><b>\u201cDo I really need a will or trust if I\u2019m just starting out?\u201d<\/b><\/li>\n<li><b>\u201cHow can I balance saving for tomorrow while trying to enjoy today?\u201d<\/b><\/li>\n<li><b>\u201cWhat steps do I take to shield myself and my loved ones from unforeseen events?\u201d<\/b><\/li>\n<li><b>\u201cHow can I grow my wealth while keeping an eye on future estate considerations?\u201d<\/b><\/li>\n<\/ul>\n<p>This session is designed to help you avoid costly mistakes, make smarter money decisions, and lay the foundation for long-term success. You\u2019ll leave with a clear action plan to protect your financial well-being and to ensure that your future is secure\u2014no matter what life brings your way. Don\u2019t miss this chance to empower your early-career self with the financial tools and knowledge you need to thrive!<\/p>\n<\/div><div class=\"fusion-text fusion-text-2\" style=\"--awb-text-transform:none;\"><h2>About the Presenter<\/h2>\n<p><b><img decoding=\"async\" class=\"lazyload alignleft wp-image-57126 size-thumbnail\" src=\"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/04\/DS-175x175.jpg\" data-orig-src=\"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/04\/DS-175x175.jpg\" alt=\"David Sandhu\" width=\"175\" height=\"175\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27175%27%20height%3D%27175%27%20viewBox%3D%270%200%20175%20175%27%3E%3Crect%20width%3D%27175%27%20height%3D%27175%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/04\/DS-66x66.jpg 66w, https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/04\/DS-100x100.jpg 100w, https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/04\/DS-175x175.jpg 175w, https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/04\/DS-200x200.jpg 200w, https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/04\/DS-250x250.jpg 250w, https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/04\/DS-275x275.jpg 275w, https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/04\/DS-400x400.jpg 400w, https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/04\/DS-450x450.jpg 450w, https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/04\/DS.jpg 500w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 175px) 100vw, 175px\" \/><\/b><\/p>\n<p><strong>David Sandhu <\/strong>formerly worked for SpaceX, Raytheon and Lockheed Martin as an engineer before he transitioned to the financial services industry. David is a Chartered Retirement Planning Counselor and Financial Advisor with EverSource Wealth Advisors\u2013 a Registered Investment Advisory Firm. David has a passion for education and understands that the key to successful retirement planning begins with wisdom.<strong><br \/>\n<\/strong><\/p>\n<\/div><\/div><\/div><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-2 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-padding-top:15px;--awb-padding-right:20px;--awb-padding-left:20px;--awb-bg-color:#f2f3f5;--awb-bg-color-hover:#f2f3f5;--awb-bg-blend:overlay;--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:20px;--awb-margin-bottom-large:20px;--awb-spacing-left-large:20px;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:20px;--awb-spacing-left-medium:20px;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:20px;--awb-spacing-left-small:20px;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-3\" style=\"--awb-text-transform:none;\"><h3>Earn PDH Credits<\/h3>\n<p>U.S. IEEE members who have participated in an IEEE-USA Webinar can earn professional development hours (PDHs) from IEEE\u2019s Educational Activities Department by clicking <a href=\"http:\/\/innovationatwork.ieee.org\/ieee-usa\/\" target=\"_blank\" rel=\"noopener\">here<\/a>\u00a0to request a certificate.*<\/p>\n<p><em>*Please allow 7-10 days to receive a certificate.<\/em><\/p>\n<\/div><\/div><\/div>\n<\/div><\/div>","excerpt":"<p>This interactive workshop will demystify key topics like establishing financial goals, building an investment portfolio, and understanding the basics of estate planning \u2014 even if you\u2019re just beginning to build your estate.<\/p>","slug":"financial-estate-planning-in-your-early-career","image":{"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6.png","id":57420,"extension":"png","width":880,"height":440,"filesize":498577,"sizes":{"medium":{"width":250,"height":125,"mime-type":"image\/png","filesize":43636,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-250x125.png"},"thumbnail":{"width":175,"height":88,"mime-type":"image\/png","filesize":12193,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-175x88.png"},"medium_large":{"width":768,"height":384,"mime-type":"image\/png","filesize":223038,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-768x384.png"},"blog-large":{"width":669,"height":272,"mime-type":"image\/png","filesize":164016,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-669x272.png"},"blog-medium":{"width":320,"height":202,"mime-type":"image\/png","filesize":74827,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-320x202.png"},"recent-posts":{"width":700,"height":440,"mime-type":"image\/png","filesize":238032,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-700x440.png"},"recent-works-thumbnail":{"width":66,"height":66,"mime-type":"image\/png","filesize":5054,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-66x66.png"},"fusion-200":{"width":200,"height":100,"mime-type":"image\/png","filesize":31027,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-200x100.png"},"fusion-400":{"width":400,"height":200,"mime-type":"image\/png","filesize":85472,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-400x200.png"},"fusion-600":{"width":600,"height":300,"mime-type":"image\/png","filesize":154453,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-600x300.png"},"fusion-800":{"width":800,"height":400,"mime-type":"image\/png","filesize":235872,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-800x400.png"},"portfolio-full":{"width":880,"height":400,"mime-type":"image\/png","filesize":265946,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-880x400.png"},"portfolio-one":{"width":540,"height":272,"mime-type":"image\/png","filesize":134185,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-540x272.png"},"portfolio-two":{"width":460,"height":295,"mime-type":"image\/png","filesize":129099,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-460x295.png"},"portfolio-three":{"width":300,"height":214,"mime-type":"image\/png","filesize":36933,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-300x214.png"},"portfolio-five":{"width":177,"height":142,"mime-type":"image\/png","filesize":37349,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-177x142.png"},"woocommerce_thumbnail":{"width":450,"height":225,"mime-type":"image\/png","filesize":100953,"uncropped":true,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-450x225.png"},"woocommerce_single":{"width":275,"height":138,"mime-type":"image\/png","filesize":49942,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-275x138.png"},"woocommerce_gallery_thumbnail":{"width":100,"height":100,"mime-type":"image\/png","filesize":9384,"url":"https:\/\/ieeeusa.org\/wp-content\/uploads\/2025\/07\/FinancialAndEstatePlanning-Aug6-100x100.png"}}},"all_day":false,"start_date":"2025-08-06 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