for Employee Owners
A TAILORED WEBINAR PROGRAM FOR ESOP COMPANIES
Are You a Leader in an ESOP Company?
Employee ownership brings empowerment, but are your participants set up with retirement income to last a lifetime? Our financial wellness webinar provides the roadmap for your workforce to optimize their ESOP as a key component of their retirement plan and take control of their financial wellbeing.
Why Work with Peak Wealth Planning?
Gain insights from a seasoned financial professional with experience in ESOPs as a wealth building and retirement income tool.
Our program is customized to suit the unique needs and questions of your organization.
Employees walk away with practical knowledge and skills to manage their retirement planning journey.
Building wealth with the ESOP
How your 401(k), ESOP, and IRA work together
Turning your ESOP into spending cash
Diversification and tax issues for your investments
How to forecast your retirement income