webinar

HOW MUCH INCOME WILL YOUR LARGE ESOP BALANCE GENERATE?

_banner02.jpg
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.

PW-SquareLogo-wo-noborder.png
Peter Newman - Sitting at desk-best_edited_edited_edited_edited.jpg

Peter Newman, CFA
Webinar Host

PW-SquareLogo-wo-noborder.png

About
Peak Wealth Planning

RiskAlyze-138_edited.jpg

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.

Learn more.

PW-Shared-Image_edited.jpg

ESOP Participants

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

Learn more. 

 

  • LinkedIn
  • Facebook
  • Vimeo