HOW MUCH RETIREMENT INCOME WILL YOUR ESOP 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.
Peter Newman, CFA
Peak Wealth Planning
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.
Peak Wealth Planning specializes in helping employee-owners through their ESOP diversification milestones and creating an investment portfolio to meet their retirement income needs.