On-Demand Webinar


Are you making the most of your Amazon RSUs?

Discover why so many professionals unknowingly leave thousands of dollars on the table with mismanaged RSUs and surprise tax bills that could have been avoided.

In this free on-demand webinar, Jason Epps, CFP®, CRPC®, will show you how to transform your RSUs into powerful wealth-building tools.

With over 18 years of experience creating personalized financial strategies, Jason has helped numerous Amazon employees turn their equity compensation into dream homes, college funds, and secure retirements.

What You’ll Learn:

  • How to navigate Amazon’s unique 5-15-40-40 vesting schedule
  • Strategies to avoid surprise tax bills when Amazon’s 22% withholding isn’t enough
  • Techniques for donating Amazon stock to eliminate capital gains taxes
  • Decision frameworks for when to diversify vs. hold your Amazon stock
  • Practical approaches to use RSUs for major life goals