Are you driving through life without a financial road map guiding your financial decision making?
How To Get The Most Out Of Your Finances & Employer Benefits To Help Maximize Your Income, Savings, And Investments
Discover how a Financial Life Plan™ can help you make important employer benefit and equity compensation decisions to systematically accumulate money for now, soon, and later to achieve your financial goals.
Financial Life Plan™ Webinar
Tuesday, October 19th
6:00 PM Eastern Time
You can watch the online workshop from your mobile device or computer.
We will discuss the following:
Discovery strategies to help reduce your lifetime tax bill. We will discuss the Mega Backdoor Roth conversion, how to think about saving 401(k) money Pre-Tax, Roth, After Tax & How to avoid major taxable events when selling vested Restricted Stock Units.
The Bucket Plan & Stock Option Planning
Do you work in tech & media? Discover how to save money from your various sources of income (i.e. salary, bonus, equity compensation planning and RSUs) tax-efficiently in a way that’s coordinated with the time horizon of your lifetime financial goals.
Learn what to do after contributing to your 401(k) and how to align your investments with your goals & time horizon in the most tax efficient way.
Reserve your spot Today!
Why I created this online workshop:
If you’re like most tech professionals…you have a lot going on. You know your company offers robust compensation benefits but you're not exactly sure if you are maximizing their potential.
Or maybe you just don’t have the time or desire to do it all on your own. We get it! As an Equity Compensation Associate and with my team of Certified Financial Planners, we want to take worrying about your financial future off your plate so you can focus on what you do best.
We host these webinars to help inform those tech professionals who are looking to take that next step on their financial journey…We want to help you build the confidence to save and invest without all of the stress of wondering "Am I on the right track?”
Gideon Drucker, CFP®, AIF®
Gideon Drucker is the Founder and Director of the Wealth Builder Division at Drucker Wealth, a family wealth management firm started by his grandfather Bernie Drucker in 1959. The 3rd generation Drucker, Gideon specializes in working with young professionals, newlyweds, and young families looking to take a more proactive approach to their financial future.
Forbes Next-Gen Advisor, 2019
Money Under 30 Top NYC Advisor
Business Insider Top Millennial Advisors
Forbes Finance Council Member
Certified Financial Planner™️
Accredited Investment Fiduciary®️
Equity Compensation Associate