New Webinar Recording: Turn Your Benefits Into Lasting, Tax-Efficient Wealth
In this recent live webinar event, David Witter and Kellen Williams cover some must-know benefit maximization strategies for executives. This 60-minute presentation gives executives tools for ensuring their compensation and benefit packages are creating wealth for retirement and future generations, while avoiding common pitfalls that lead to higher taxes and missed opportunities.
Executive Benefit Webinar Topics include:
- 401(k) Deferral Maximimzation
- After-Tax Contributions and the Mega Backdoor Roth
- HSA as a Wealth Tool
- Equate RSU Diversification & Tax Planning
- Highly-Appreciated Stock Strategies
- Deferred Compensation Optimization
If you’d like to know more about these types of benefit strategies, check out the Video Library for more webinars, Plant. Harvest. Prosper. Podcast for over 50 episodes of timely financial discussions, or learn more about getting a hands-on Second Opinion Financial Checkup.
The Financial Harvest Wealth Advisory team is dedicated to helping address the unique financial planning needs of each family, business, or individual that we have the privilege to serve. Our team members are focused on client success and helping our clients realize their most significant and meaningful life goals.





