Insights

Microsoft Financial Webinar Series

With the news of the recent layoffs at Microsoft, if you were impacted, please reach out and we can coordinate a time to review your personal situation. Furthermore, our team does have the capacity to help new clients, so if you know someone who was impacted and could use our help, please feel free to connect us or forward this message along.

With this top of mind for so many, we are hosting a webinar that walks through the steps we are working through with impacted Microsoft families right now.

Whether you received notice, are weighing a redeployment offer, or are still deciding your next step, the 60-day notice or reassignment period is a key planning window. The decisions made during it can shape your financial picture for year

What You’ll Gain from This Webinar:

• How to weigh a redeployment offer against your package, so you decide with confidence
• Whether the 55 and 15 rule applies to you, and how eligible RSU grants may continue vesting after you leave
• How to get ahead of what may be your highest-income tax year on record
• How to build an emergency reserve from your vested RSUs with little or no additional capital gains tax

View our replay of our August 2026 Microsoft Webinar: Laid Off from Microsoft? Your 90-Day Financial Game Plan

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 read our companion article: Impacted by Microsoft Layoffs? Here’s Your Financial Gameplan

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.