Taking Charge of Your Financial Future Building Your Team and Toolbox

Join the TCDIP Emerging Leaders Group (0-10 years of experience) for Part 1 of our financial health series! In this panel, financial experts and practicing attorneys will discuss the basics of setting financial goals, developing a financial plan, and the different types of financial professionals and services available. We'll also discuss financial planning from different cultural backgrounds, effective charitable giving, and more!
Questions our panel will consider include:
How to determine your financial goals
How to develop a plan to reach your financial goals
How to find a financial advisor who understands the different financial goals that people from different cultural backgrounds (first generation, expectations for elder care, etc) might have.
Different types of financial professionals that you can work with
Different types of saving and investment accounts