IEEE Fort Worth Life Member Affinity Group, Engineering Your Legacy: 3 Tax & Legacy Blind Spots to Avoid

The Fort Worth LMAG would like you to join us for a virtual financial planning event. David Sandhu will present "Engineering Your Legacy: 3 Tax & Legacy Blind Spots to Avoid."
Are you building a strong financial legacy—or unknowingly leaving behind tax and estate headaches for your loved ones? In this eye-opening session, we will reveal the three most common tax and legacy blind spots that professionals and retirees overlook—and how to fix them before it’s too late. Whether you’re nearing retirement or simply want to protect what you’ve worked so hard to build, you’ll walk away with actionable strategies to: – Avoid costly estate planning mistakes – Minimize taxes on your retirement income and inheritance – Ensure your legacy reflects your values—not just your assets. Don’t let your legacy be an afterthought. Join us and take control of the future you leave behind.
Co-sponsored by: IEEE Fort Worth Section
Speaker(s): David Sandhu,
Virtual: https://events.vtools.ieee.org/m/490159