SEAOSD June 11, 2020 Young Professionals 101: Basic Financials Q&A Session webinar

June 11, 2020
5:30 PM - 6:45 PM
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Webinar (Will be done online)
Links will be sent prior to event to registered attendees only

 Directions

Join us for an online Q&A session on the topic of basic financials with Danielle Luster from Bamboo Wealth Strategies! If you’ve wondered what the differences are between a 401k/Roth 401k/IRA, or wondered if you should rent or own a house, or have questions regarding what you can do to prepare or safeguard your finances during an unforeseen crisis such as a global pandemic, this Q&A session is the perfect opportunity to ask those questions!  

It’s highly encouraged to submit your questions before the event! Submitted questions will be read anonymously during the Q&A. There will also be an opportunity to ask questions during the event. Please submit questions to either YMF co-chair at [email protected] or [email protected].

Who: 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 our 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, traveling, diving, and spending time with their friends and dogs Poppy and Ted. She just completed her sixth ride for Padres Pedal the Cause, an organization that funds local cancer research. Danielle holds the CFP® Certified Financial Planner and the CFDA® Certified Divorce Financial Analyst professional designations.

Where: Online (Remote conference link will be emailed prior to the event) NOTE REGISTRATION WILL CLOSE JUNE 10th at 5PM.

When: Thursday, June 11, 5:30 PM

Tickets

$5.00 Non-Member Ticket

$0.00 SEAOSD Member Ticket