virtualCX | Master What’s Next: Advancing Your Career: Complex Compensation Plans – How to Optimize stock and equity plans

This is a virtualCX Program that can be accessed remotely from your desk. You will receive the event passcode in your confirmation email when you register.

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.

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Date and Time

Wednesday Mar 27, 2019
12:00 PM - 1:00 PM CDT

Wednesday, March 27, 2019
12:00 p.m. - 1:00 p.m. 

Location

Virtual! Access this program remotely from your computer, tablet or smartphone.

Fees/Admission

$0.00 Members
$20.00 Non-Members

Contact Information

Kaylah Perry
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