


RESCHEDULED: ROOFTOP BBQ Q&A: Optimize Your Compensation & Pay Less Tax
*** This event has been rescheduled to AUGUST 21ST due to an extreme heat alert***
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YOU ARE PAYING TOO MUCH TAX ON YOUR RSU's & TECH COMPENSATION PLANS
Learn how to avoid mistakes that cost you thousands of dollars each year using strategies developed by Novel Wealth.
ROOFTOP BBQ Q&A: HOW TO OPTIMIZE YOUR TECH COMPENSATION & PAY LESS TAX
The Summer slowdown is the perfect time to refocus your finances and avoid mistakes that cost you thousands of dollars each year.
Here’s what to expect
Takeaways: How to reduce taxes on RSUs and optimize your tech compensation.
Format: Focused sessions with financial advisors who specialize in RSUs, stock options, and tax optimization.
Questions Answered: How do I keep more of what I earn? How can I minimize my tax liabilities and reduce fees? How can I diversify my tech stocks without triggering taxes?
Rooftop Vibes: Enjoy the sunshine with an ice-cold drink and tasty bites.
Yes! It's also an opportunity to get some answers on any aspect of your personal finances:
Investments
Financial Planning
Life, Disability and Health Insurance
Mortgages
Personal and Corporate Accounting
Paying less Tax
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“Tech compensation is complex and tech pros face unique challenges optimizing their plans,” says Mike Masotti, partner at Novel Wealth. “This unique event gives you direct access to leading experts in tech compensation to get answers to your questions in a casual setting.”
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Kick back with cold beer and wine, tasty eats and, as always, chill rooftop vibes at Novel Wealth’s monthly Open House in Roncesvalles Village.
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Getting here:
UP EXPRESS or subway to Dundas West Station
Driving? Park at Loblaws at 2280 Dundas St W
Dundas & College streetcars
Lyft/Uber to 25 Morrow Avenue
Look for the registration table at the end of Morrow Ave.
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It is a rooftop, so space is limited. Register today!
