Speaker
Kyle Labelle, CFP®, RICP®
Moderator
Garrett Climo
About this event
Are you getting the most from your Microsoft compensation package? Your benefits can be one of the most powerful wealth-building tools available to you if you know how to use them. Between RSUs, ESPPs, and the Mega Backdoor Roth, the financial choices you make can have a large impact on your long-term financial picture. With Open Enrollment right around the corner, now is the time to make sure nothing is left on the table.
Milestone Financial Planning, LLC is not affiliated with or endorsed by Microsoft Corporation. Microsoft® and related product names are trademarks of Microsoft Corporation. Information about Microsoft’s employee benefits is based on publicly available sources and is provided for general educational use only.
Event Contact
Disclaimer: This is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC (Milestone) is a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure. Past performance shown is not indicative of future results, which could differ substantially.
