webinar
HOW MUCH INCOME WILL YOUR LARGE ESOP BALANCE GENERATE?
An ESOP balance over $1 million could generate a huge portion of your retirement income.
This webinar will cover:
1. Diversify your ESOP
It’s important to reduce your risk as you near retirement. Learn strategies for diversifying your company stock and how it may protect your wealth.
2. Retirement income opportunity
Understand how ESOP, 401k, and IRA accounts serve as building blocks for your retirement. Your ESOP balance may create the largest portion of your retirement income.
3. Accessing cash in your ESOP
Learn the steps to get cash from your ESOP. Receive tips on spending the money today or saving it for the future.
Webinar includes Retirement Income Forecast demonstration & opportunity for a custom forecast call with Peter Newman.
Peter Newman, CFA
Webinar Host
About
Peak Wealth Planning
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.
ESOP Participants
Peak Wealth Planning specializes in helping ESOP participants diversify company stock into an investment portfolio to meet their retirement income needs.