SEAOSD YMF Meeting Fenruary 8, 2018

February 08, 2018
5:00 PM - 8:00 PM
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57 Degrees*
1735 Hancock Street
San Diego , CA 92101
 Directions

Young Professionals 101 + Happy Hour, 5pm – 8pm @ 57 Degrees

WHEN:

February 8, 2018

5pm-6pm : Young Professionals 101: Basic Financials

6pm-8pm : YMF Happy Hour

 

TICKETS:

Free  SEAOSD member

$5 non-SEAOSD member

 

WHERE/DIRECTIONS:

57 Degrees*

1735 Hancock Street

San Diego, CA 92101

*plenty of off-street parking available

fiftysevendegrees.com

 

TITLE: Young Professionals 101, Topic: Basic Financials, Limited spots, sign up now

Basic financials for a young professional. You’ve got the job.  What do you need to know now?

We’ll discuss financial strategies to start early in your career. 

 

Topics will include:

o   Understanding and making the most of your employer benefits

o   Taxes: Basic strategies

o   Investments: What is a good fit for your goals?

o   Retirement plans: How and where should you be saving?

o   Estate Planning: What should you have in place now?

 

Guest Speaker: Danielle Luster, CFP

Danielle is the President and an advisor with Bamboo Wealth Strategies in San Diego, CA. Her practice is focused on comprehensive financial planning, wealth management, and concierge  service.  “It’s important to me that my clients have the resources to make educated financial decisions and they understand how those decisions impact their lives, now and in the future.” 

In addition to her work with clients, Danielle has provided financial education to survivors of domestic violence, members of the military, Girl Scouts, and employee groups. She is a member of the San Diego Chapter of the Financial Planning  Association and has served on the Pro Bono committee.

Danielle is a fourth-generation San Diegan and a graduate of UCSD.  She and her husband Mark enjoy biking, travelling, diving, and spending time with their friends and dogs Ginger and Poppy.  She just completed her fourth 2 day ride for Padres Pedal the Cause, an organization that funds local cancer research. Danielle holds the CFP® Certified Financial Planner and the RICP® Retirement Income Certified Professional designations.

 

Happy Hour, 6pm-8pm YMF Happy Hour

     Can't make it to the seminar? At least Join us for Happy Hour!

                                                                           .....Look for the Pink Hard Hat!

 

 


 

Upcoming events:

  • AIA/ASHRAE/SEAOSD 2nd annual mixer @ Ballast Point Little Italy

Thursday, March 15th, 6:30pm-9pm

Tickets

$0.00 SEAOSD Member Ticket

$5.00 SEAOSD Non-Member Ticket