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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.

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Why Work with Peak Wealth Planning?

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Expert Guidance

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

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Tailored Content

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

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Actionable Steps

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

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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.

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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.

IMPROVE YOUR TEAM'S
FINANCIAL WELLNESS.

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