Conflicting Goals? How to Prioritize Competing Financial Needs

Описание: You’ve worked hard, saved diligently, and built significant wealth — especially through your ESOP. But now you’re facing a new challenge: multiple financial priorities all competing for the same dollars.
This webinar helps you cut through decision fatigue and bring clarity to questions like:

❓ Should I diversify my company stock now or hold?
❓ Should I pay off the mortgage or stay invested?
❓ Can I afford to retire early — or help my kids — and still be on track?

💬 This is the full replay of our Feb 3 webinar where we tackled one of the biggest challenges facing professionals in their 50s and 60s: too many financial priorities, not enough clarity.
You’ll hear from Peter Newman, CFA (Peak Wealth Planning) and Dezarae Jackson, MBA (Amsted Industries) as they explore how to make smart, confident financial decisions using a simple framework designed for ESOP participants and other mid-to-late career professionals.


🎯 What You’ll Learn:
✅ How to recognize and resolve common financial conflicts
✅ A goal-setting framework using Urgency, Impact, and Alignment
✅ How income forecasting reveals tradeoffs — and builds clarity
✅ Case studies of real ESOP participants facing these decisions



📅 Join Us Live — May 6, 2026
Ready to go deeper? Join our next webinar live!
🗓️ Topic: Diversify or Hold? Aligning Your ESOP with a Confident Retirement Plan
🔗 Register here: https://bit.ly/4koRDvC





This presentation is for educational purposes only and does not constitute individual financial, tax, or legal advice. Please consult your advisor. Investments may lose value and are not guaranteed. Forecasts are hypothetical.