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Financial Wellness
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.

Place Financial Wellness of your Employee Owners Front and Center

Why Work with Peak Wealth Planning?

Receive Expert Guidance

Expert Guidance

Gain insights from a seasoned financial professional with experience in ESOPs as a wealth building and retirement income tool.

Content is Tailor Made for Your Company

Tailored Content

Our program is customized to suit the unique needs and questions of your organization.

Learn Actionable Steps to Take

Actionable Steps

Employees walk away with practical knowledge and skills to manage their retirement planning journey.

How do you achieve Employee Wellness?

What's Covered?

1.

Building wealth with the ESOP

2.

How your 401(k), ESOP, and IRA work together

3.

Turning your ESOP into spending cash

4.

Diversification and tax issues for your investments

5.

How to forecast your retirement income

Ready to Empower Your Team?

Schedule a consultation today to learn how our Financial Wellness Program can be a valuable benefit to improve employee knowledge and workplace satisfaction.

For any questions, feel free to Contact Us.

Empower Your Team

About Peak Wealth Planning

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Peter Newman

Peter Newman, CFA, works with individuals nationwide that have accumulated wealth through concentrated stock ownership. Peter helps his clients achieve their unique goals and enjoy peace of mind.

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ESOP Participants

Peak Wealth Planning specializes in helping ESOP participants diversify company stock into an investment portfolio to meet their retirement income needs.

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IMPROVE YOUR TEAM'S
FINANCIAL WELLNESS.

Peak Wealth Planning

How To Get Started

SCHEDULE A CONSULTATION

Schedule a brief phone call or meeting with us to confidentially discuss your financial situation and life goals. There is not obligation or charge for an initial discussion.

Peak Wealth Planning

Become a Peak Insider

GAIN ACCESS TO ON-GOING FINANCIAL EDUCATION.

Peak Wealth Planning
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Contact

Peak Wealth Planning

4311 North Ravenswood Ave

Suite 217

Chicago, IL 60613

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217-303-5040

Schedule a Discovery Call

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Serving areas in and around: Illinois (Champaign, Urbana, Springfield, Bloomington, Peoria, Chicago, Clarendon Hills, Long Grove, Buffalo Grove, Naperville, Evanston, Western Springs, Bannockburn, Oak Park, Hinsdale, Uptown, Ravenswood, Lakeview, Lincoln Square, Lincoln Park, Vernon Hills, Wilmette, and La Grange Park), and nationwide.

Copyright 2025. Peak Wealth Planning, LLC.

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SITE MAP | DISCLOSURES & LEGAL INFORMATION | PRIVACY & DATA COLLECTION POLICY

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Peak Wealth Planning, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists.​

 

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses. 

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Check the background of this firm and/or investment professional on FINRA's BrokerCheck.

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