Women in Tech Presentation

2X Wealth Group offers customized seminars to women at Bay Area companies. In a recent seminar at a leading tech company, we used a case study approach to explain financial planning concepts that directly applied to the audience including employee stock option plans, restricted stock units and Roth 401K plans. To further engage the audience, we played an investment game demonstrating how personal risk tolerance influences portfolio style and investment performance. The seminar led to lively and engaging discussions.