Are you an Employee Resource Group Leader at your company looking for a dynamic financial wellness speaker for your next event?

David Sandhu is a sought after financial wellness speaker, dedicated to providing financial education to the community. He is a proud member of NMA, IEEE & AIAA.

David has spoken at numerous companies and industry events at Lockheed Martin, Raytheon, L3Harris, IEEE, the IEEE Foundation, CapGemini, Pratt & Whitney and others.

(David is not affiliated, sponsored or endorsed by any organization or company listed above.)

 

Workshop Topics

Women’s Roadmap to Financial Freedom Series

  • Women, Money & Power: Taking Back Control of Your Financial Life

  • Women & Investing: 7 Common Mistakes to Avoid

  • Women & Retirement: A Financial Roadmap for Women to Thrive in Retirement

Building Wealth Series

  • Building Wealth: 10 Steps to Navigating Money

  • Travel Hacking 101

  • Million Dollar Habits: 10 Secrets From “The Millionaire Next Door”

  • Playing with F.I.R.E. (Financial Independence Retire Early)

Investing Series

  • Investing 101: A Field Guide to Knowing How, When & Where to Invest

  • Asset Allocation, Location & Relocation

  • Maximizing Your HSA (Health Savings Account)

  • Optimizing Your 401(k): and 5 Common 401(k) Mistakes to Avoid

  • All About IRAs

Retirement Planning Series

  • 10 Ways to Boost Your Savings Before Retirement

  • How Much Do I REALLY Need to Retire?

  • Taxes In Retirement: Strategies to Reduce Your Long Term Tax

  • Social Security 101: 10 Myths & 10 Facts

  • On Your Own in Retirement: Navigating Retirement for Singles, Divorcees and Widows

  • The 5 Years Before You Retire: A Step by Step Guide to Navigating the Transition

Engineering Your Wealth Series

  • Engineering Your Wealth: 10 Steps to Designing Your Financial Life

  • Engineering Your Retirement: A Data Driven Process to Retirement Planning

  • Engineering Your Legacy: 3 Tax & Legacy Blind Spots to Avoid

Real Estate Series

  • Buying Your First (or Next) Home in Today’s Economic Environment

  • Real Estate & Investing

  • Real Estate & Retirement Cash Flow

FAQs

What is David’s speaker fee for virtual events?

There is no charge to book David as a speaker for your employee resource group.

How many topics can I choose?

Oftentimes, employee resource group leaders will choose a series of topics relevant to their members. You may pick a single topic or multiple topics to present in a series over several months.

When is the best day / time to book David?

It’s recommended to book a “lunch and learn” for your financial wellness event, typically best on Tuesdays, Wednesdays or Thursdays around lunch time.

How can I best promote the financial education event?

Once your event is confirmed, David’s team will draft up flyers for your event so you can send them out to your members, which will include a description of the event and how to access the event.

How / where do we host the event?

Either we can host it on Zoom, or your employee resource group can host it internally and send David a meeting invite.

How do I book David?

The easiest way to book David is to email him at dsandhu@eversourcewa.com with the following details:

Name of Employee Resource Group:

Topic / Topics requested (if multiple):

Desired date & time of event:

Main Point of Contact Information to finalize details: Name & Email