Introductory Events
Executive Strategies for Raytheon, Otis and Carrier
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 for
Raytheon, Otis and Carrier
Topics Include:
- Concepts and concrete tools ideally suited for folks within a 10 year window of retiring.
- 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