SYM Financial advisors in Midland, Michigan give insight on the changes that affect active Dow corporate executives and share strategies that can help keep your financial plan on track. The first 30 minutes of this recorded webinar covers the details of the changes and the last 30 minutes answers questions from participants.
- How do I optimize the new benefits?
- How do I maximize the in-plan savings opportunities?
- What is a qualified ESPP?
- What tax strategies should I consider?
- How does this affect my retirement timeline?
Contact information is at the very end if you’d like to have more questions answered.
Disclosure: The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. This presentation is for informational purposes only and does not constitute investment, legal or tax advice and should not be used as a substitute for the advice of a professional legal or tax advisor. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.