Workshop | Tax and Retirement Planning with โ€œTech Equityโ€ with Financial Advisor, Rush Imhotep

Build Wealth, Save Smartly, and Plan for Your Future!


Are you navigating the complexities of company stock options and wondering how they fit into your broader financial goals? Are you unsure if you're adequately saving for retirement or minimizing the tax impact of your investments?


This workshop is designed to help professionals optimize their wealth-building strategies, make informed financial decisions, and secure their future.


Here's what you'll learn:

  • How to Save for Your Future: Understand practical steps to ensure you're saving adequately and strategically for long-term financial stability.
  • Navigating "Tech Equity" Taxation: Learn how to minimize the tax impact and risks of your company stock and options, so you can retain more of what you earn.
  • Financial Strategies Tailored for Tech Professionals: Discover how to align your tax and retirement planning with your career trajectory in the tech industry.

This session will empower you with actionable insights to maximize your financial opportunities and protect your future. Bring your questions and get ready to dive deep into the intersection of wealth management, equity compensation, and retirement planning!


Meet Your Host


Rush Imhotep is a financial expert dedicated to helping individuals and families achieve financial freedom through effective planning and smart investing.

Professional Achievements:

  • Graduated Cum Laude from Cornell University with a Bachelor of Arts in Africana Studies and Business Management.
  • Two-time captain of Cornell's football team and recipient of the prestigious National Football Foundation Scholar-Athlete Award.
  • Former Arena Football player and finance professional with Community Capital Funding Group, where he helped small business owners secure debt and equity financing.
  • Recognized in 2022 as one of Atlanta's top financial advisors under 40 by the National Association of Insurance and Financial Advisors.

Currently, Rush is a financial advisor at Northwestern, where he combines his expertise in financial planning with his passion for helping others create a roadmap to financial success.


Ready to take control of your financial future? Join us for an engaging, informative session that's tailored to the unique challenges and opportunities faced by tech professionals.


This workshop will provide actionable steps and real-time guidanceโ€”don't miss your chance to secure your spot!

Community

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