Financial StewardSHPE: 7 Money Moves to Make for SHPE Professionals скачать в хорошем качестве

Financial StewardSHPE: 7 Money Moves to Make for SHPE Professionals

Financial advisor David Sandhu led a workshop on financial stewardship for SHPE professionals, covering seven key money moves including protecting family from financial emergencies, maximizing employer benefits, paying off high-interest debt, building cash reserves, evaluating taxes, aligning investments, and protecting estate. The session focused on helping professionals in different career stages (accumulation, preservation, and distribution phases) make informed decisions about retirement planning, investment strategies, and tax considerations. David shared practical advice about HSA accounts, Roth 401K contributions, and asset allocation based on time horizon, while addressing questions from participants about credit cards, business finances, and investment strategies. The workshop concluded with David encouraging participants to connect with him on LinkedIn and reminding them to complete the post-meeting survey.