Insights

Microsoft Financial Webinar Series

Retiring early from Microsoft is possible—if you know how to unlock your benefits and avoid costly mistakes.

In this video, we walk you through the strategies Microsoft professionals need to know to retire at 55 with confidence. From making the most of the “55 & 15” rule to bridging healthcare before Medicare and building a sustainable income plan, we break down the steps to help you retire on your terms.

What You’ll Gain from This Webinar:

• Why 55 Is the Key Microsoft Milestone – How the “55 & 15” rule works and what it means for your unvested RSUs.

• Bridging Health Insurance Before Medicare – COBRA, ACA subsidies, and spousal coverage strategies that can save six figures.

• Designing a Sustainable Retirement Plan – From cash flow and Social Security to managing concentrated Microsoft stock risk.

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 White Paper: The 2025 Microsoft Financial Planning Guide that shares strategies to help you get the most out of your benefits.

team@stablerwm.com | (425) 646-6327

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.

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

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