CT5-LPHeaderOnDemand-1
PlayDivisionLP

CHALK TALK WITH CARINE

UNLOCKING THE VALUE OF EMPLOYEE FINANCIAL EDUCATION

Helping employees improve their financial literacy signals to them that you—as an employer—are invested in their overall well-being. This webinar will show how improving their economic health is a win for both parties.

Topics will include:

  • Understand your role as an employer and how you can support your employees with important decisions
  • Learn about resources available to explain complicated topics, especially regarding employee stock plans
  • Hear how “stock plan ninjas” can make the equity you share with employees even more valuable
PlayDivisionLP
Playarrow1
carine2

Host

Carine Schneider President
AST Private Company Solutions

Carine Schneider, FGE is the President of AST PCS, which is the maker of Astrella. Carine was formerly the President of Nasdaq Private Market, CEO of numerous startups and a Partner at PwC.

Playarrow3
Pam

Guest

Pam Krueger
CEO & Founder Wealthramp

Pam Krueger is an award-winning journalist, author, and founder/CEO of Wealthramp, a platform connecting consumers with qualified financial advisors. Pam was the co-host of MoneyTrack and Friends Talk Money on PBS. MoneyTrack aired on 250+ PBS stations from 2005-2019. Pam has been the recipient of various awards for her contributions to educating consumers.

Playarrow2
John

Guest

John Chapman, CFP, CKA
Partner & Financial Advisor 
WorthPointe Wealth Management

John specializes in working with clients who receive equity compensation and works with them to build a cohesive plan that balances their investment strategy, tax situation, and long-term financial goals. Prior to joining WorthPointe in 2018, John worked at Fidelity Investments and Merrill Lynch.