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Goldberg, Swedelson & Associates
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Regional Vice President, Sales MAP Retirement
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Relationship Manager - Actuary Daybright Financial
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MAP Retirement
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Senior Counsel – Investment Solutions Great Gray Trust Company
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The MandMarblestone Group, llc
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Daybright Financial
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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Retirement Relationship Manager MAP Retirement
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Defined Contribution Account Manager Nova 401(k) Associates
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MAP Retirement
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This webinar will boost your knowledge of year-end 2024 and year-start 2025 strategies for stock options, restricted stock/RSUs, ESPPs, and company stock holdings to help you make smarter decisions and prevent costly mistakes. Expert guidance is more important than ever to interpret the impact of the election results on tax planning and to gauge the future of the current stock-market boom. |