Microsoft Webinar Series: Planning to Retire Within Two Years? Key Actions to Consider
Microsoft Financial Webinar Series
If you’re planning to retire within the next two years, the most important decisions happen before your final paycheck. This presentation outlines a clear, backward-looking approach to retirement—starting with the life you want and aligning spending, cash flow, taxes, benefits, and equity compensation to support it—so you can transition into retirement with confidence and flexibility.
This webinar is designed specifically for Microsoft professionals looking to retire in the next two years. Our experienced presenter, Dave Mantell, CFA, CFP®, will guide you through planning your retirement date.
What You’ll Gain from This Webinar:
- How to work backward from your target retirement date
- The key financial moves to make in the final two years around cash flow, taxes, and benefits
- How to align investments, health insurance, and tax strategy before retirement
View our replay of the February 2026 Microsoft Webinar: Planning to Retire Within Two Years? Key Actions to Consider.
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 November 2025 Microsoft Webinar: 5 Key Year-End Tax Savings Strategies for Microsoft Professionals.
team@stablerwm.com | (425) 646-6327
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
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