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Maximizing Your Microsoft Benefits

 

Learn how your benefits can be part of a broader financial plan. 

For years, Brighton Jones has partnered with Microsoft employees to help educate them on maximizing their corporate benefits. In addition to a detailed analysis of your Microsoft benefits, this webinar will share ways to approach your investment portfolio and answer some of the questions we receive most frequently.

 

The workshop will cover the following topics and more:

  • Stock awards
  • Employee stock purchase plan
  • 401(k) retirement plan
  • Health savings accounts
  • Insurance
  • Charitable matching
  • Building a financial plan
 
 

Meet Your Speaker

 
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Jimmy MacDonell, CFP®, CPA

Jimmy MacDonell is a Personal CFO at Brighton Jones. He has 15 years of experience working with families to help them protect and grow their wealth, mitigate taxes, and provide for future generations.

 
 
 

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