IITNT: A Plan for All Seasons: Overview of Financial Planning Process, Tools and Tips

Date(s) - Saturday, April 17, 2021
11:30 am - 12:30 pm


A Plan for All Seasons: Overview of Financial Planning Process, Tools and Tips

The presentation provides concepts about financial planning at various stages of your life. Whether you are an accumulator, a pre-retiree, in retirement, or planning for legacy, the presentation looks into the foundation of financial planning with emphasis on achieving goals and avoiding obstacles.

Sanjeev Kumar is a CEO/Founder of KSR Wealth Partners, a wealth management business based out of Arlington, TX. He strongly believes that every person and household is entitled to a financial future that celebrates their individuality, creativity, and vision of the future. The cycle of investing in people’s long term financial and personal success has been his delight throughout his career. Sanjeev’s areas of experience include Wealth Management, Financial Planning, Estate Planning, Education, and Risk management, among other fields.

Sanjeev Kumar is a seasoned professional with 15 years of experience in financial planning. He is currently the President of the Board of Directors of IIT North Texas.

Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. KSR Wealth Partners is a separate entity from WRI

Disclaimer: IITNT is a not for profit 501(c)(3) entity. IITNT and its Entrepreneur Advisor Network (IITEAN) program are intended solely to provide informational, educational, and networking opportunities for entrepreneurs. Participation in any program or activity of IITNT does not create a partnership, agency, fiduciary, employment, joint venture or other legally binding relationship.

IITNT (and IITEAN) do not invest, solicit investments, or recommend investments to any participants in their programs. All investments are speculative in nature and involve a substantial risk of loss. Decisions to invest are at the sole discretion of the participants based on the participants’ own investigations. IITNT encourages participants in our programs to seek advice from your personal professional investment advisors and legal counsel prior to making an investment. IITNT does not owe any fiduciary duties to participants. The information contained in our session and on our website {or flyer, brochure, handout, etc.} is not intended to replace legal, financial, or other professional advice. You should not rely on any information on this website {or flyer, brochure, handout, etc.} or otherwise provided by IITNT as legal, financial, or other professional advice. IITNT is not responsible for any loss or damage arising from your reliance on any information provided by IITNT on this website or other through media.

Please register below to receive an email with the details of the session.

Dress Code: Business Casual


Registrations are closed for this event.

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