Maximizing Your Microsoft Benefits

October 27, 2020

For years, Brighton Jones advisors have partnered with Microsoft employees to help them maximize their corporate benefits and incorporate them into a larger financial plan.

Back by popular demand, we’re hosting an exclusive webinar this fall to give Microsoft employees strategies and tips on everything from stock awards to 401(k) contributions to health savings accounts.

In addition to a detailed analysis of Microsoft benefits, we’ll share ways to approach your investment portfolio and take your questions.

The webinar will cover the following topics and more:

  • Stock awards
  • Employee stock purchase plan
  • 401(k) retirement plan
  • Health savings accounts
  • Insurance
  • Charitable matching
  • Building a financial plan

Michael Battaglia, CFP®, CIMA®

Senior Lead Advisor