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GDS Wealth Management's Upcoming Webinar Series

GDS Wealth Management, a distinguished firm located in Flower Mound, Texas, is excited to announce a series of webinars aimed at empowering participants regarding their corporate financial and retirement benefits. This three-part series is tailored for current and former employees of Lockheed Martin, as well as those associated with similar organizations, focusing on the complexities of financial planning.

Webinar Schedule

The webinars are scheduled to take place on three consecutive Wednesdays, ranging from March 19 to April 2, 2025. Each session will occur from 6:00 PM to 6:45 PM, allowing participants to digest invaluable information during a brief but impactful timeframe.

1. March 19 - Understanding Pension Plans
The first session concentrates on the intricacies of pension plans available to attendees. Participants will explore options related to monthly payouts and lump-sum calculations. Critical factors, such as personal health conditions and optimal timing for retirement, will also be discussed. Attendees will gain deeper insights into maximizing their savings using strategies like the mega backdoor Roth. Furthermore, methods for distribution during retirement and in-service withdrawals will be thoroughly examined.

2. March 26 - Navigating Employee Stock Option Plans (ESOP)
The second session dives into the Employee Stock Option Plan (ESOP), guiding attendees on optimizing their stock options. Key benefits and strategies for management and exercise of stock options will be outlined, empowering participants to make informed decisions. Additionally, the session will introduce the concept of a Self-Directed Brokerage Account (SDBA), providing insights into the flexibility and opportunities this investment vehicle presents.

3. April 2 - Managing Deferred Compensation
In the final session, GDS Wealth Management will cover strategies around deferred compensation and how to best manage these earnings towards a fruitful future. Information related to healthcare in retirement—including options, associated costs, and strategic planning—will also be included, ensuring attendees understand the full scope of benefits available.

Who Should Attend?

Whether you're just starting your professional journey, actively planning for retirement, or finding your footing in retirement, this series aims to equip you with crucial tools and knowledge to make confident financial decisions. GDS Wealth Management encourages everyone involved with Lockheed Martin and similar companies to take advantage of this enlightening opportunity.

Registration Details

Those interested in participating can register for the series by visiting the following link: Register for GDS Webinar Series or by calling (469) 212-8072. It’s an opportunity to elevate your understanding of financial planning and retirement benefits, all within a supportive learning environment.

Note: GDS Wealth Management is not affiliated with Lockheed Martin Corporation and does not endorse its services or opinions. For further details about risks and disclosures, please visit GDS Disclosures.

By participating in the GDS Wealth Management webinar series, attendees will find themselves better positioned to make informed financial decisions that align with their future aspirations. Be sure to secure your spot today, as spaces are limited!