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SUMMARY:MAL FY26 February Event: “Empowering Financial Futures: Wealth Management Strategies for Engineers”
DESCRIPTION:Event Summary: This insightful lecture is designed specifically for engineers looking to take control of their financial futures. Combining engineering precision with financial expertise\, the session will explore key wealth management strategies\, from investment planning to retirement savings\, that cater to the unique needs and challenges faced by women in engineering careers. Attendees will learn how to leverage their technical background to make informed\, strategic decisions about their finances\, build long-term wealth\, and achieve financial independence. Topics will include: understanding investment fundamentals and building a diversified portfolio\, navigating financial planning for career transitions and life changes\, effective strategies for retirement and tax planning\, overcoming common financial obstacles faced by women in STEM\, and building confidence in managing wealth and financial decision-making. Attendees will leave with practical tools and a personalized roadmap to secure their financial goals and maximize their financial potential.\nLearning Objectives:\n• Describe practical strategies for building and managing wealth effectively.\n• Understand investment principles and create a diversified financial portfolio.\n• Develop confidence in navigating retirement\, tax\, and financial planning. \nSpeaker Bio: Amanda Farr\, Wealth Management at Vanguard\nAmanda Farr is a leader in Wealth Management at Vanguard\, where she is focused on delivering personalized financial strategies and services to high-net-worth clients. With a unique background in electrical engineering\, Amanda brings a strong analytical mindset and problem-solving approach to her work in finance. She holds a degree in electrical engineering and spent several years in the tech industry\, where she honed her skills in project management\, data analysis\, and innovative problem-solving. Amanda transitioned into wealth management\, leveraging her engineering expertise to help clients navigate complex financial landscapes with clarity and precision. Throughout her career\, she has been committed to empowering individuals and organizations to make informed\, strategic financial decisions. Amanda is passionate about diversity in leadership and mentoring women in both finance and STEM fields\, advocating for greater representation and inclusion in these industries. \nTweetShareShare0 Shares
URL:https://swe.org/calendar/mal-fy26-february-event-empowering-financial-futures-wealth-management-strategies-for-engineers/
CATEGORIES:U.S. Section/Affiliate,Virtual
ORGANIZER;CN="Members at Large (MALs) (https%3A//mal.swe.org/)":MAILTO:Samantha Krostue
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