Speaking Engagements

Women in tech are hungry for financial advice.
Happily, I love hearing people’s stories and demystifying money.

Bring me into your company or organization to talk with women in tech about the issues they care about: stock compensation, balancing competing financial demands, their 401(k), and their role in the tech industry.

I am based in Bellingham, WA and am happy to travel to you. (During times of pandemic and quarantine, this isn’t available.) I am also available for video presentations, if you’re far away or simply prefer the Virtual Meg.

UPCOMING SPEAKING ENGAGEMENTS

 

RECENT SPEAKING ENGAGEMENTS

September 15, 2020 “Making the Most of Your Employee Benefits” webinar with Tech Ladies® 

July 22, 2020 “Financial Planning For Stock Compensation During The Pandemic” panel speaker on webinar hosted by myStockOptions.com

May 26, 2020 “How to Get the Most Out of Your 401(k)” webinar with Tech Ladies®

May 21, 2020 “Planner-to-Planner: Running a Resilient and Sustainable Financial Planning Business: What Have We Learned?” FPA Connect webinar panel

April 30, 2020 “Are you 2020 ‘Virtual’ Advice Ready?” NAPFA webinar panel

October 4, 2019 “Restricted Stock Units: Make the Most of Yours” session at the 2019 Grace Hopper Celebration, Orlando, FL

SPEAKING INQUIRIES

Your Name

Your Email

Your Message


Audiences clamor for guidance on these topics.

I will happily accommodate other requests.

Understanding and Optimizing Your 401(k)

Despite all the mania over company stock, your 401(k) is still your most likely path to wealth. Tech-company 401(k)s are generally pretty great, but all the features can overwhelm.
 
You will learn both the basics of 401(k)s—saving, investing, match, fees—and also the “advanced” features so common in tech-company 401(k)s, like rollover contributions the mega backdoor Roth, and what to do if you still have more money to save. And you will learn all of this in a context of “Yes, but what does it mean for me?”

Your Company is Going IPO. What Should You Do with Your Equity?

Congratulations! Finally, this company stock might be worth real money. IPOs bring with them a lot of moving parts and unknowns: lockup periods, IPO price, tax liability, and future stock performance. Maybe you have options, maybe RSUs, maybe both!

I help you understand how it works—especially taxes—and what the possible outcomes are. And then we take that understanding and figure out how you can use this opportunity to best support your ideal life.

Restricted Stock Units: Make the Most of Yours

Do you receive Restricted Stock Units (RSUs) from your company or have you received a job offer that includes them? Are you not quite sure how much they’re worth, how they work, and how best to use them?

I explain how they work, in both public and private companies, especially when it comes to taxes. Most importantly, I provide a framework for making the best decisions—for your finances and life—with the RSUs you have or could negotiate for.

People are often uncomfortable with their personal finances. And I get it! It can be scary, overwhelming, and booooring. Although it’s a serious topic, when I talk about finances, I don’t take myself too seriously (some people have even accused me of being witty) and use big words only when they’re Just Plain Awesome.

How much does it cost?

$400-1000, plus travel expenses, depending on the duration and enrollment.

WANT TO HELP YOUR GROUP
MAKE BETTER FINANCIAL DECISIONS?

OF COURSE!

As Seen In

FLOW Financial Planning

Flow Financial Planning, LLC is a Registered Investment Advisor in the States of Washington, California, and New York.

hello@flowfp.com
Bellingham, WA
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