Navigate Open Enrollment with Confidence

Join us Thursday, November 2 at 12:00-1:00 PM PT | 3:00-4:00 PM ET

For most of us “open enrollment” comes and goes with little action—whatever you had last year will work for next year too. But don’t be so fast on that. It’s your annual chance to realign your benefits to your life. Your life changes every year, shouldn’t your benefits too?

More money, doesn’t mean more problems. Brighton Jones has helped empower professionals to take charge of their finances and improve their financial well-being for over twenty years. Certified Financial Planners ® and Brighton Jones Lead Advisors Jennifer Facini and Stephen O'Dell will draw upon their extensive knowledge to provide you with practical insights and strategies on how to maximize the corporate benefits your company offers. Whether you're looking to enhance your retirement savings, navigate stock options, or make the most of other employer-sponsored benefits, this webinar promises to be a valuable resource for anyone seeking financial success.

**This webinar will be recorded. Please register if you would like to receive the recording.**

Key Takeaways

Maximize the benefits may save you on taxes. Make sure deferred compensation is a key component of your salary package to lower your annual tax burden.
Learn more about protecting the ones you love the most. Got married? Have a child?
Get a new four-legged friend? Don't miss benefits to help you take advantage of.
Navigate the options available to you. Maximize your HSA and 401(k) contributions to reach the number you need for vocational freedom.
Tailor the benefits to you and your family's unique needs. Are your children on-track for college? Are you on-track for paying for it through a fully-financed 529 plan?

By relieving some of the uncertainty around company benefits, you can take advantage of all that's being offered to you—freeing you up to spend more time doing things that bring you joy.

Meet Your Presenters

Jennifer Facini, CFP®

Jen holds an MBA and a degree in finance from the University of North Florida, where she developed a strong foundation in financial principles and management. Her educational background serves as the cornerstone for her distinguished career in finance. With over 15 years of experience in the financial industry, Jen has honed her skills in helping clients achieve comprehensive financial well-being. Jen's primary goal is to empower her clients with the knowledge and tools they need to make informed financial decisions.

Stephen O'Dell, CFP®

Stephen has a wealth of experience in financial planning. As a Lead Advisor at Brighton Jones, he has dedicated his career to helping individuals and families Live A Richer Life. Stephen has successfully guided numerous clients in optimizing their corporate benefits, whether retirement planning, stock options, employee stock purchase plans, or other valuable perks employers offer. He uniquely translates complex financial concepts into clear, actionable strategies that empower individuals to take control of their financial futures.

Meet Brighton Jones

Brighton Jones is one of the country’s fastest-growing wealth management firms with more than $19 billion in assets under advisement, helping more than 4,000 clients live a richer life every day. Their advisors have intimate knowledge of corporate benefits at America’s largest companies. They are proud to help their clients navigate the trickiest components of their benefit offerings, whether that’s minimizing tax liabilities, cash flow management, or planning around their equity compensation.