Past Events

Successfully Managing Your Company Stock

When: March 23, 2021 | 2:00PM-3:00PM

Location: Live Webinar

Presenters: Daniel Lee, CFA , 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:

  • What is the role of company stock in my broader investment strategy?
  • How do I balance diversifying my position and paying a big tax bill?
  • Should I use this money for goals like retirement or buying a home?

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.

Register to Attend

Why Women Should Invest in Themselves to be Successful in Business

When: March 17, 2021 | 12:00PM-1:00PM

Location: Live Webinar

Presenters: Sara Gelsheimer, CFP®, AIF®

Join us for a focused webinar to talk about ways we can invest in ourselves — and put some action items behind the intent. Sara Gelsheimer is a financial advisor with Plancorp and a mother of two, so she knows first-hand the daily balance and challenges women face.

Watch On-Demand

The SECURE Act: Implications & Financial Planning Opportunities

When: August 11, 2020 | 12:00PM-1:00PM

Location: Live Webinar

Presenters: Brian King, C.P.A., CFP®

The SECURE Act came into effect on Jan. 1. It is also known as the Setting Every Community Up for Retirement Enhancement Act, the law is one of the most comprehensive pieces of legislation to reform retirement savings. Join our Chief Planning Officer Brian King as he outlines the implications and financial planning opportunities resulting from the SECURE Act.


Watch On-Demand

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