/ About this event
Beyond the Equity: Navigating Liquidity, Taxes, and What Comes Next
Join us for a candid conversation followed by networking, refreshments + bites
Conversation topics: - Managing concentrated stock positions: whether you're sitting on vested RSUs, weighing a tender offer, or anticipating an eventual IPO - Building with non-correlated investments, so your portfolio isn't tied to a single company - Tax and planning considerations around liquidity: timing a sale, structuring an exit, or thinking ahead to what you want your wealth to do for you - A clear-eyed, informed perspective built specifically for tech employees and executives who've built real wealth through equity and want to know what to do with it next
This event is a part of #SFTechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com.
