FINANCIAL PLANNING FOR GEN X & GEN Y TECH PROFESSIONALS WITH EQUITY
Make the most out of your employee equity so you can get the most out of your life
Are You Vested?
Financial planning services for your employee equity & beyond
Ready for Your IPO?
If you’re a Silicon Valley tech professional at a pre-IPO company that’s ready to IPO, attend this free webinar to learn how to make the most of your employee equity with this important liquidity event. Get answers to your questions below including:
- When Can You Sell Your Employee Equity?
- What Type of Employee Equity Do You Have?
- Do You Have Too Much Employee Equity?
- When Should You Sell Your Employee Equity?
- What Should You Do With Your Proceeds?
Register now for this free webinar so you can get ready for your IPO!
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Where to start with Vested Financial Planning
Understanding your employee equity doesn't have to be hard
Get the free guide:
The Quick & Easy Guide to Understanding Your Employee Equity
You’ve earned it. Start using your equity to really get ahead.
TOM LO, CFP®, MBA
Vested Financial Planning
San Carlos, CA 94070
Phone: (650) 315-7372
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