Event Details:

Tuesday, April 29, 2025
11 a.m. PT / 2 p.m. ET
25 minutes + live Q&A

Overview:

As a corporate executive, your compensation is anything but straightforward.

From RSUs and bonuses to deferred compensation and board income, your earnings often arrive in complex, non-traditional ways. And those financial decisions — especially during key career transitions — can have long-term impacts on your wealth, lifestyle and legacy.

At Aspiriant, we’ve worked with executives from every walk of life. Over time, we’ve come to see a clear pattern: There’s an arc to the executive journey. And where you are on that arc shapes how you plan.

Whether you’re negotiating a new offer, holding equity at a pre-IPO firm or preparing to step away from the corporate world, this 30-minute webinar will provide a thoughtful framework to help guide your next steps.

What You’ll Learn

In this fast-paced session, we’ll explore:

• Key planning considerations for each phase of the executive journey
• What to know about stock-based compensation, liquidity and deferred comp
• Real-world insights from decades of experience with public and private companies
• A framework for aligning your financial plan with your evolving goals

We’ll close with a brief Q&A — and offer a chance to connect with our advisory team one-on-one if you’d like to explore your own situation further.

Who Should Attend

This webinar is ideal for:

• 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 30 years of experience, Helen helps executives think holistically about their financial life — from equity comp to retirement.

Lina Sanchez, CDFA^®, ChSNC^®
Senior Manager, Wealth Management
Lina specializes in guiding families through the planning complexities that often come with executive roles and life transitions.

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.