Ready for Your IPO?

For Silicon Valley tech professionals at pre-IPO companies who want to learn how to make the most of their 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 the 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!

Presented by

Tom Lo, CFP(R)

Tom specializes in helping Gen X and Gen Y Silicon Valley tech professionals make the most of their employee equity through ongoing financial planning and investment management.  Tom has a unique perspective since he worked in Silicon Valley himself for about twenty years at companies ranging from startups to bigger companies like Yahoo!, eBay, and Intuit before making a career change into financial planning over ten years ago.


Vested Financial Planning


San Carlos, CA 94070

Phone: (650) 315-7372

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