Introductory Events
UTC Executive Strategies
Topics Include:
- Making effective decisions regarding RSUs/PSUs
- Properly using deferred comp of salary and IC
- Incorporating future-based tax strategies for the ESOP
- Designing your appropriate exit strategy for SARS
- Taking advantage of the Savings Restoration Plan and PPP
- Actually tying your asset allocation to your retirement plan
- Customizing a plan for Roth matched exactly to your retirement goal
Retirement Empowerment
Topics Include:
- The use of Roth with a six-figure income in retirement
- Matching Asset Allocation directly to your retirement plan
- An opportunity to ask questions of a fiduciary
- Collaborative approach to your decisions
- How to plan to spend more while young in retirement
UTC Professionals: 8 Financial Tools in 90 Minutes
Topics include:
- Important ESOP tax treatment in retirement
- Taking full advantage of Roth strategies in IRAs and 401(k)s
- A mathematical approach to customized asset allocation
- 401(k) Brokerage account management
- Proactive planning for market crashes
- Appropriate 529 funding for successful professionals
- Tax-sensitive rebalancing
- Long term Roth impact for a seven-figure net worth