Events

Successfully Managing Your Company Stock

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:

• 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.

Watch On Demand

[CANCELED] InspireHer: Sip, Shop & Support Happy Hour

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

Money Moves High Earners Should Make

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:  

• Highlight a range of financial planning moves high net worth individuals should consider
• Provide information on optimizing tax-advantaged accounts (IRAs, HSAs, 401(k)s) 
• Share tax reduction techniques with deferred compensation, charitable giving, and estate planning

Watch On-Demand