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.

Watch On-Demand

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

Unpacking the Mega Backdoor Roth IRA

When: August 20, 2020 | 12:00PM-1:00PM

Location: Live Webinar

Presenters: Daniel Lee, CFA , CFP®

This on-demand webinar will take a deep-dive into this powerful retirement planning strategy and answer all your relevant questions on: 

• Who should consider one 
• Its four major parts: making contributions, adding after-tax- contributions, rolling over contributions, and incorporating other IRAs 
• The impact of all those moving parts 
• How much you can potentially save with it 

Watch On-Demand