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Managing Your Finances at the Executive Level

Online • July 19, 2016

​Executives in their middle earning years face a new set of wealth management opportunities and challenges. It is important to thoroughly understand the various stages of executive life, including the interconnected financial factors that can help leverage opportunities and address constraints. In t

Tuesday, July 19, 2016 1:00 PM - 2:00 PM EDT

Executives in their middle earning years face a new set of wealth management opportunities and challenges. It is important to thoroughly understand the various stages of executive life, including the interconnected financial factors that can help leverage opportunities and address constraints. In this Jam Session, Renee Cohen will discuss how you can optimize your limited time while gaining the information you need to develop a thoughtful plan and chart a successful course. Topics include:

  • Planning priorities during each phase of the executive career journey
  • Why it is important to establish an executive compensation tax-efficient financial plan
  • Tax and investment implications of all income sources, including deferred compensation, restricted stock, retirement plans, stock options
  • Identifying investment opportunities and using timing and taxes to your financial advantage

Renee Cohen is a Financial Advisor with Northwestern Mutual. She leads a financial planning practice focused on women, working with individual clients through their financial journey - committed to serving their needs, empowering them to identify their financial security needs and focusing on strategic solutions to help make their financial goals a reality.

We'll be live tweeting this Jam Session so be sure to follow along with us @EllevateNtwk and #FinancialTips.


Get Introduced to the Women You Should Know

We help our members connect with specific attendees who share their industry and life experiences.

Kristy Wallace
Kristy Wallace

New York, NY

CEO at Ellevate Network

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Maricella Herrera Avila

VP Operations & Strategy at Ellevate Network

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