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:
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: 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.
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.
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