Merriman Lunch & Learn Getting the Most Out of Your Company Stock

Holding onto company stock can leave your wealth tied to the company's performance. By simply doing nothing with your shares, you are agreeing to whatever happens with that stock, which may not be as robust as you’d like! Are you ready to take more control? Join our live webinar co-hosted by Wealth Advisors Chris Waclawik and Geoff Curran for strategies and options to leverage your company stock and unlock its full potential. You'll also have an opportunity to ask questions in real time!

12:00 PM PST | 3:00 PM EST Thursday May 30

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Webinar Hosted By: Geoff Curran, Wealth Advisor CPA/ABV, CFA®, CFP®

Geoff has always enjoyed talking with people about finance, learning about their investments, financial strategy, and business sense. His interest only deepened with time, and what began as a hobby has now become a life-long passion, with an unparalleled passion for continuing education that makes him an expert in many subjects from traditional taxes and investments to business succession planning and executive compensation negotiations.

Chris Waclawik

Webinar Co-Hosted By: Chris Waclawik, Wealth Advisor, AFC®, CFP®

After college, Chris moved to South Korea where he worked for the army as a financial counselor. He helped everyone from 18-year-old service members getting their first real paychecks, to those approaching retirement, and saw the stress caused by spending too much money early in life, as well as the stress of sacrificing too much earlier on and missing out on the opportunity to really live fully.

He became a financial advisor to help people find clarity in reaching goals and to work with them to find balance between planning for tomorrow and living fully today.