Bruce is available to speak on a variety of topics related to personal finance for technology professionals.

  1. Your Equity Compensation + 401(k) “Stack”

    • Option 1 (private companies)—restricted stock, stock options + 401(k)

    • Option 2 (public companies)—RSUs, ESPP + 401(k) (and can include deferred compensation plans)

  2. IPO/Acquisition Readiness

    • Covers pre-planning, immediately after, and long-term investing

  3. Wealth Building Actions

    • Income – Taxes – Spending = Savings

If you would like to have Bruce talk to a group of your employees, speak at your tech conference, or present to your meetup or other group, please contact:

Sheac Yee Lim-Hamilton