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:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.
