Talk to us EBook: Smart Money Moves for Genesys Employees
If you’re a Genesys employee, your equity could become more than a perk — it could reshape your future. But with uncertainty around IPOs, vesting, and tax rules, you need more than hope. You need a smart, structured approach.
What's covered in this Ebook:
- Actionable preparation steps — How to think through exercising, selling, and tax modeling before liquidity
- Tax insight & modeling tools — Project your liabilities, optimize timing, and reduce surprises
- Goal-based planning frameworks — Anchor your financial decisions in your life priorities, not just stock price
- Team & advisor strategy — How to build a coordinated, integrated financial support system