Don’t forget to RSVP for an evening you won’t want to miss with the P&G San Francisco Chapter! Mark your calendars for Thursday, August 15, 2024, from 5:00 PM to 6:30 PM (PST). This exclusive event is part of a two-workshop series sponsored by Clavius Wealth Management. Join Chris Welton, CFP, Wealth Management Advisor, for an in-depth discussion that promises valuable insights, networking opportunities, and connections with fellow alumni.

SF Bay Area Chapter Event – Thursday, August 15, 2024
Location: 777 Twin Dolphin Drive, Redwood City, CA 95448

If you can’t join in person, a Zoom link will be provided when registering.

Agenda:
5:00 PM – Networking Happy Hour: Kick off the evening by catching up with friends old and new over light refreshments.
5:30 PM – Welcome from Chapter Leads: Hear from our chapter board about our recent Wine Country Gathering and upcoming events.
5:35 PM – Workshop with Chris Welton: Dive deep into the essentials of equity-based compensation.
6:30 PM – Wrap-Up: Reflect on key takeaways and close with a few final thoughts.

Discussion Topic:
Protecting Your Equity-Based Compensation in an Economic Downturn
In this exclusive workshop led by Chris Welton, CFP, Wealth Management Advisor, you’ll gain valuable insights into the world of equity-based compensation. This is a vital tool for rapidly building wealth in your career, whether you are in tech or other professions. It is also a significant part of your income that can be vulnerable during economic downturns.

Chris will break down the fundamentals, helping you understand the various forms of equity compensation and why mastering this knowledge is essential not just for negotiating equity-based compensation but for ensuring your financial success through all economic cycles. Plus, you’ll learn little-known yet effective strategies to maximize the value of your equity compensation, whether you’re new to a company or a long-time employee.

We are thrilled about this event and the chance to bring our alumni family together! Please feel free to share this invitation with other P&G Chapter members and guests who would enjoy joining us. Your presence will make the evening even more special.

To secure your spot at our social gathering, kindly register here!

Looking forward to seeing you and sharing an insightful evening together!

Warm regards,
Shantini Munthree, Julie Lumgair & Diane Chen
SF Bay Area Chapter Board

The P&G Alumni Network – SF Bay Area Chapter’s Financial Wellness Series is kindly sponsored by Clavius Wealth Management.