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
Audiences clamor for guidance on these topics.
I will happily accommodate other requests.
Understanding and Optimizing Your 401(k)
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.