Dow Total Rewards. What should I know about the changes?

SYM Financial advisors in Midland, Michigan give insight on the changes that affect active Dow corporate executives and share strategies that can help keep your financial plan on track. The first 30 minutes of this recorded webinar covers the details of the changes and the last 30 minutes answers questions from participants.

  • How do I optimize the new benefits?
  • How do I maximize the in-plan savings opportunities?
  • What is a qualified ESPP?
  • What tax strategies should I consider?
  • How does this affect my retirement timeline?

Contact information is at the very end if you’d like to have more questions answered.

Disclosure: Past performance is not indicative of future results. The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. SYM has no affiliation with Ashley Ilardo, Dimensional Fund Advisors. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. This material contains projections, forecasts, estimates, beliefs and similar information (“forward looking information”). Forward looking information is subject to inherent uncertainties and qualifications and is based on numerous assumptions, in each case whether or not identified herein.  SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. 



from SYM Financial Advisors https://www.sym.com/insight-on-the-dow-total-rewards-changes/
via SYM Financial Advisors

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