Insights

Microsoft Financial Webinar Series

You had a compressed timeline to evaluate one of the biggest financial decisions of your career. Taking Microsoft’s Voluntary Retirement Program (VRP) is a major milestone—but it’s only the beginning of the next chapter. How you execute going forward is what determines how well this transition sets up your financial future.

In this webinar, we walk through the critical financial decisions Microsoft employees face after separation, from creating reliable income and healthcare coverage to managing taxes, stock concentration, and long-term retirement planning.

What You’ll Gain from This Webinar:

• Building a reliable retirement paycheck (or income bridge if you are transitioning to something new)
• Reducing your Microsoft stock concentration without creating a big tax bill
• Healthcare planning year by year to 65, including an income planning strategy that can significantly reduce your premiums
• Tax planning for Year 1 and Year 2: Roth conversions, capital gains harvesting, and the landmines to avoid
• A concrete 90-day action plan for your first three months after Microsoft

View our replay of our June 2026 Microsoft Webinar: I took the Microsoft VRP, now what?

With in-depth experience working with Microsoft employees and retirees, our team of Certified Financial Planners (CFPs®) is dedicated to helping you navigate retirement with confidence. Whether you’re already retired, considering early retirement, or in the planning phase, these insights will help you make the most of your hard-earned savings.

You may also want to watch our March 2026 Microsoft Webinar: The Microsoft Compensation Playbook— Smart Decisions in Your Peak Earning Years

team@stablerwm.com | (425) 646-6327

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This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice.

Stabler Wealth Management and LPL Financial are not affiliated or endorsed by Microsoft.

Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Stabler Wealth Management is not registered as a broker-dealer or investment advisor.