When: October 14, 2021 | 12:00PM-12:30PM
Location: Live Webinar
Presenters: Derek Jess, CFP®
Company stock can be a powerful form of compensation that helps you towards your financial goals. A growing company stock position also raises big questions:
Register to learn best practices for managing Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPP), and stock options as part of your financial plan.
When: October 8, 2021 | 3:30PM-7:00PM
Location:
Presenters:
THIS EVENT HAS BEEN CANCELED. MORE DETAILS TO FOLLOW
We're organizing a Happy Hour to support local female owned businesses. We will be providing the opportunity for you to shop, be pampered, and gain valuable insights into financial planning, to name a few. *Free Wine & Appetizers
When: August 26, 2021 | 12:00PM-12:30PM
Location: Live Webinar
Presenters: Daniel Lee, CFA , CFP®
High earners have a unique opportunity to take advantage of a wide range of wealth building strategies. In this webinar, we’ll highlight a range of financial planning moves high net worth individuals should consider, including optimizing tax-advantaged accounts (IRAs, HSAs, 401(k)s), and tax reduction techniques with deferred compensation, charitable giving, and estate planning.
In this 30-minute lunch time webinar, Senior Wealth Manager, Daniel Lee, will cover the following:
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