On Demand Webinar:Money Moves High Earners Should Make

High earners have a unique opportunity to take advantage of a wide range of wealth building strategies.

In this webinar, Daniel Lee, Director of Financial Planning and Advice, will 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.

Daniel Lee

Your Host:

Daniel Lee, CFA, CFP®,
Director of Financial Planning and Advice


Daniel Lee is a director with BrightPlan and specializes in helping busy professionals optimize complex retirement and equity compensation plans.

Watch On-Demand Webinar