DT | Master What’s Next: Advancing Your Career: Complex Compensation Plans – How to Optimize stock and equity plans
Life is a series of moves, new relationships, new opportunities, detours, different jobs and changing goals and aspirations. In the Master What’s Next series, Aspyre Wealth Partners will tackle topics to help you navigate life’s ups and downs from a career and financial perspective. Each topic is stand-alone.
Learn about equity pay diversification strategies, deferred compensation, tax benefits, and how to coordinate with other savings accounts.
Speaker Bio:
Joni Lindquist, MBA, CFP®, is a Principal at Aspyre Wealth Partners. As an executive coach and financial planner, she enjoys helping clients clarify a path and take meaningful action to make progress toward their aspirations, while adapting and persisting through life’s transitions.
Date and Time
Wednesday Mar 27, 2019
11:45 AM - 1:00 PM CDT
Wednesday, March 27, 2019
11:45 a.m. - 1:00 p.m.
Location
Central Exchange Downtown
1020 Central Street STE 100
Kansas City, MO 64105
Fees/Admission
$0.00 Members Cancellations must be received 24 hours prior. No shows will be billed $15. No refunds.
$35.00 Non-Members
Contact Information
Kaylah Perry
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