From Paper Wealth to Real Wealth: The Planning Your Equity Needs

If you work in AI, there is a good chance a big piece of your net worth is riding on your company's stock. The last few years have been a wild ride for AI valuations, and a lot of people are sitting on equity worth more than they ever expected, while quietly assuming it will take care of the future.Here is the hard truth: your stock is not a retirement plan. Between vesting schedules, the question of whether to sell and diversify or hold on, the tax hit that comes with selling, and the estate side most people put off, there is a real gap between having equity and having a strategy. And with valuations this volatile, waiting can be an expensive habit.Join Fortis Financial Group, BMMS Tax, and Ludwick & Phillips Legacy Law for a relaxed happy hour at SLUBRO where a wealth advisor, a tax specialist, an estate planning attorney and insurance expert walk through the moves that actually matter for concentrated stock, and why the end of the year is the window to act rather than wait. Bring your questions. We will bring the drinks and light bites. 2-2:30PM - Arrival, networking 2:30-3:30PM - Panel