Cover Image for How to Pick the Right Employee Benefits (401Ks, stock options and RSUs)

How to Pick the Right Employee Benefits (401Ks, stock options and RSUs)

Hosted by Snowball Wealth
 
 
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About Event

Employee benefits can be confusing and can have a huge impact on your financial life.

We've organized a virtual fireside chat with a Certified Financial Planner to explain how these benefits work and how you can make them work for you.

Topics we will cover:

  • How to evaluate stock options

  • How stock options work

  • The difference between stock options and RSUs

  • How much the average person allocates to their 401K

  • How to think about how much you should save for retirement

  • Q&A on other benefits such as disability and life insurance, health savings accounts, etc

About the Speaker: Lena M. Nebel, CFP®, MSFS is a Principal and the Director of Financial Planning at BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Ms. Nebel joined BFG in 2018, bringing with her nearly two decades of financial advisory experience. Lena was the first female president of the Financial Planning Association of Maryland. Ms. Nebel received a Bachelor of Science in 1999 from York College of Pennsylvania where she helped establish the college’s first Investment Club. After graduation, she received her CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification at the American College and her Master of Science in Financial Services through the Institute of Business and Finance.