Download - Case Study: Employer Sponsored Investment Plans Part II with Nick DeVito, CFP

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Financial Planning Explained

Education:Self-Improvement

Case Study: Employer Sponsored Investment Plans Part II with Nick DeVito, CFP

2024-09-11

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This week on "Financial Planning: Explained”, host Michael Menninger, CFP is joined again by Nick DeVito, CFP. This is the second half of a two-part case study on employer sponsored investment plans. Nick is a financial planner at Menninger & Associates Financial Planning.

In this episode, Mike and Nick recap a case study of an individual nearing retirement. After laying out the facts and background of the individual, the guys discuss possible solutions for the client to consider. Topics include: stock options, Restricted Stock Units (RSUs), Employee Stock Purchase Plan (ESPP), Life & Disability Insurance, and 401(k)s.

For more information on Menninger & Associates Financial Planning visit https://maaplanning.com