A practical workshop on the questions many Engineers with ESOPs have.

You spent your career building something. The Employee Stock Ownership Plan (ESOP) quietly built in the background.

Now retirement is close and you're realizing you don't fully understand how any of this actually works.

When does the money show up? Why is timing so important? What am I supposed to do about cash flow in the meantime? Which decisions can I not undo later?

We consistently hear these questions from our engineer clients as retirement closes in.

This workshop helps walk through the mechanics of an ESOP retirement. Plain language.

Nothing company specific. Just the fundamentals that apply to many ESOP engineers.

What We'll Cover

Straight from The ESOP Engineer's Pre-Retirement Financial Planning Toolkit:

• Why ESOP money works differently than your 401k
• Why you need to confirm your plan rules before doing anything else
• Why retirement timing can substantially change your financial outcome
• Why payouts spread over multiple years mean you may need a plan for covering expenses
• Why the mistakes people make early can compound over time
• Why both spouses need to understand these issues 

Who This Is Geared For

Engineers and Executives at companies employing an ESOP

A large portion of your assets are in company stock

Retirement is on the horizon – in the next 3 to 10 years

We believe it is Straightforward and useful

If your coworkers are asking the same questions, please send them this.