Mastering Tech Equity & Benefits

Are you leaving money on the table? Understanding your stock options, RSUs, and company benefits can make a huge difference in your long-term wealth. But navigating equity compensation can be complex.

That's why I created this free 2-hour video training - to help you maximize your compensation, avoid costly mistakes, and take control of your financial future.

What You'll Learn

• The key types of equity compensation (RSUs, ISOs, NSOs, ESPP, and more)
• How to strategically time stock sales to minimize taxes and maximize your take-home pay
• Common mistakes that cost tech professionals millions - and how to avoid them
• The hidden benefits your company may offer (and how to use them)
• How to make smarter decisions with vesting, exercising, and holding stock

This training is for you if:

• You work in tech and receive equity compensation
• You're unsure how to optimize your benefits for wealth-building
• You want to avoid surprise tax bills and make informed financial moves

Created by Andy Moran, who has:

• Worked in tech for nearly a decade
• Been featured in USA Today, MSN Money, U.S. News & World Report, AP News, WealthManagement.com, Wealth of Geeks, and the Sabbatical Project
• Helped clients navigate RSUs, NSOs, ISOs, ESPPs, and Restricted Stock since launching independent practice in March 2023