Event Details

Tuesday, Nov. 11, 2025
11 a.m. Pacific time / 2 p.m. Eastern time
25 minutes + live Q&A

Overview

Your compensation isn’t just a paycheck. It’s stock grants, bonuses, deferred comp, board income. It’s layered. And it changes with every chapter of your career.

At Aspiriant, we’ve walked beside executives like you through liquidity events, equity diversification and retirement transitions. And along the way, we’ve recognized something few talk about: Your compensation evolves as much as your title does. That’s the executive arc. And understanding it can change everything — giving you more clarity, control and confidence with every financial decision ahead.

In this focused session, we’ll share how to:

• Align your comp plan with your evolving life and career goals
• Plan with purpose at every stage of the executive journey
• Approach equity, liquidity and deferred comp with clarity
• Learn from real-world examples of public and private company leaders

Registered guests will receive an invitation for a complimentary strategy session.

Who Should Attend

• Directors, VPs and C-level executives
• Individuals with equity compensation or complex benefit packages
• Executives preparing for transitions, liquidity events or retirement

Meet the Speakers

Helen Dietz, CFP^®
Managing Director, Total Wealth Management, Partner
With over three decades of experience, Helen helps executives think holistically about their compensation and life goals.

Nick Ruzette, CFP^®
Senior Manager, Wealth Management, Partner
Nick brings deep technical knowledge to help executives coordinate equity, tax and investment strategies.

About Aspiriant

We’re Aspiriant, an independent wealth management firm with deep expertise in helping executives navigate benefit packages.

What sets us apart is our client-first, fiduciary mindset—we are entirely employee-owned, so we succeed only when you do. Unlike many firms, we’re not beholden to outside investors, which allows us to remain aligned with your best interests.