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?

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.

TOM LO, CFP®, MBA

Vested Financial Planning

San Carlos, CA 94070

tom@vestedfinancialplanning.com

Phone: (650) 315-7372

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DISCLOSURE: The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Vested Financial Planning, LLC (referred to as "VFP") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. VFP does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall VFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if VFP or a VFP authorized representative has been advised of the possibility of such damages. In no event shall Vested Financial Planning, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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