ESOP Mistakes to Avoid: How to Make the Most of Your Employee Stock Ownership Plan скачать в хорошем качестве

ESOP Mistakes to Avoid: How to Make the Most of Your Employee Stock Ownership Plan

Employee Stock Ownership Plans (ESOPs) can be a powerful tool for building retirement wealth, but there are common mistakes that can put your financial future at risk. In this video, Paul Roldan, from AllGen Financial Advisors, breaks down: ✅ What an ESOP is and how it works ✅ The dangers of over-concentrating your portfolio ✅ What to do when you retire, leave your job, or your company is acquired ✅ How a financial advisor can help you navigate ESOP decisions Making informed choices with your ESOP can protect your wealth and ensure a secure retirement. Need guidance on your ESOP strategy? Contact us today! ------------------------- Subscribe to the AllGen Financial channel! -    / allgenfinancial   For more information, visit http://allgenfinancial.com Connect with us on: Facebook:   / allgenfinancial   Twitter:   / allgenfinancial   LinkedIn:   / allgenfinancial   Instagram:   / allgenfinancial   AllGen Financial 100 W Lucerne Cir #200 Orlando, FL 32801 (407) 210-3888