Events & webinars
Straight answers for high earners, live and on the record.
Complimentary online sessions on the money questions that actually move the needle for people with equity compensation. Register once, bring your questions, no sales pitch.
Upcoming
Upcoming Events
How Much Is Enough?
A complimentary live hour for professionals with equity compensation on what you really need to retire on your terms, and the equity, tax and planning questions that sit behind it.
Next session12:00 PM Pacific
Recurring monthly, second Tuesday
What to expect
What Every Session Has in Common
Education first
Every session teaches something you can act on, whether or not we ever work together.
Live and interactive
Real questions, answered in real time.
Your time respected
One focused hour, on a schedule you choose.
Pick a session that fits your calendar
Choose an event above, register once, and bring your questions. Every session is complimentary.