Free Training Presented By Tailored Wealth
How to Optimize Wealth Through a Job Change
Discover the key financial steps to secure and grow wealth through a job change. Get actionable insights in 30 minutes to ensure a smooth financial transition
Daily Sessions and Available on Demand
About The Training
Changing jobs offers a unique opportunity to reshape your financial future. In this 30-minute webinar, you’ll learn essential steps to manage your finances wisely, optimize tax efficiency, and integrate new benefits into a cohesive wealth plan. Equip yourself with a practical checklist to ensure you make the most of your job transition.
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Maximize Your Compensation & Benefits
Gain clarity on your new compensation package, including salary, stock options, and healthcare, so you can leverage every benefit effectively.
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Optimize Tax Efficiency with a Tailored Plan
Learn strategies to adjust paycheck withholidings and create a tax-efficient plan that aligns with your new income and overall financial goals.
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Integrate Your Job Change into a Comprehensive Wealth Strategy
Discover how to align retirement plans, budget adjustments, and benefits into a cohesive financial blueprint for lasting wealth growth.
Training Presenter
Dan Pascone
CEO, Tailored Wealth