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Gerber Kawasaki Financial Wellness Seminars

Build a secure future for your all of your employees. 

Financial wellness is no longer a perk, it's a necessity. Empowering your employees with the knowledge and tools to manage their finances confidently reduces stress, improves morale, and fosters a more secure future for your entire team. That's why Gerber Kawasaki started our wellness seminar program designed to equip your workforce with the crucial skills they need to thrive both inside and outside the workplace.

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Our Advisors
will customize their presentation to your institutions needs. Below are the 3 most common presentation topics.

Broad Financial Planning

Our company does comprehensive financial planning for every profession. In each seminar, we will review:

  • Taking Advantage of your Company Retirement Plan

  • Investment Strategy and Risk Tolerance

  • Individual Retirement Accounts

  • Non-Retirement Investment Accounts and Planning for Medium-Term Goals

  • Family Planning, College Costs, College Debt

  • Protecting Yourself and Your Assets

Government 
Plans

We find that planning for retirement can feel convoluted between the various types of plans available to government employees. Moreover, life insurance can be difficult to navigate for higher-risk professions. In our financial wellness seminars, we review:

  • Early Retirement Options (ie. Pensions & 457 Deferred Compensation)

  • Life Insurance, Healthcare, and Disability

  • Public Service Loan Forgiveness

  • Managing a Budget with Overtime Pay and Shift Variance

Technology & Equity Compensation 

As a firm that has grown with the tech boom of Silicon Beach, we specialize in helping clients navigate and optimize their financial decisions. We develop strategies to manage and protect your wealth in a tax-efficient manner. In our seminars we review:

  • Stock Options: ISOs, NSOs, RSUs, ESPP

  • Concentrated Stock Positions

  • Tax-Efficient Accounts for High Income Earners

  • Budgeting with Fluctuating Bonus Structures

Request A Complimentary Seminar

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