Introductory Events

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

Topics Include:

• The use of Roth in a six-figure 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

Topics Include:

• Understanding appropriate implementation of brokerage access in your 401(k)
• Adopting appropriate tax strategies while accumulating for retirement
• A logical approach to asset allocation
• Understanding how NUA works with your UTC company match before making irrevocable decisions