On Demand Webinars
Clear Strategies You Can Put to Work
Explore practical, easy-to-follow sessions from the Iarann Wealth team. These webinars cover tax-smart strategies, retirement planning, equity compensation, and wealth-building topics—designed to help you make confident financial decisions and take action with clarity.
Webinar 1: Stock Options Explained: Understanding ISOs and NSOs
May 4, 2026 – Confused by ISOs vs. NSOs? Learn the key tax differences and how to make smarter decisions with stock options—whether you’re at a startup or big tech.
Webinar 2: Employee Stock Purchase Plans (ESPPs): How They Work and Key Considerations
May 11, 2026 – ESPPs can be an overlooked source of “free money.” Learn how discounted stock purchases work and simple strategies to turn your contributions into profit.
Webinar 3: Employee Stock Ownership Plans (ESOPs): An Overview for Long-Term Planning
May 18, 2026 – ESOPs can be a powerful wealth-building and retirement tool. Learn how they work, key tax advantages, and practical steps to make the most of your benefits.
Webinar 4: Mega Backdoor Roth: Understanding the Strategy and Eligibility Factors
May 25, 2026 – Standard Roth limits holding you back? Learn how the Mega Backdoor Roth can let some high earners contribute $60K+ per year using after-tax 401(k) contributions and Roth conversions.
Webinar 5: Backdoor Roth IRAs: An Educational Overview for High Earners
June 1, 2026 – Think your income is too high for a Roth IRA? Learn how a backdoor Roth works and how high earners can still build tax-free retirement wealth.
Webinar 6: Bonuses and Commissions: Understanding Tax Treatment and Cash-Flow Considerations
June 8, 2026 – Bonuses and commissions can trigger surprise tax bills. Learn how they’re taxed, common withholding pitfalls, and simple ways to plan your cash flow.
Webinar 1: Stock Options Explained: Understanding ISOs and NSOs
May 4, 2026 – Confused by ISOs vs. NSOs? Learn the key tax differences and how to make smarter decisions with stock options—whether you’re at a startup or big tech.
Webinar 2: Employee Stock Purchase Plans (ESPPs): How They Work and Key Considerations
May 11, 2026 – ESPPs can be an overlooked source of “free money.” Learn how discounted stock purchases work and simple strategies to turn your contributions into profit.
Webinar 3: Employee Stock Ownership Plans (ESOPs): An Overview for Long-Term Planning
May 18, 2026 – ESOPs can be a powerful wealth-building and retirement tool. Learn how they work, key tax advantages, and practical steps to make the most of your benefits.
Webinar 4: Mega Backdoor Roth: Understanding the Strategy and Eligibility Factors
May 25, 2026 – Standard Roth limits holding you back? Learn how the Mega Backdoor Roth can let some high earners contribute $60K+ per year using after-tax 401(k) contributions and Roth conversions.
Webinar 5: Backdoor Roth IRAs: An Educational Overview for High Earners
June 1, 2026 – Think your income is too high for a Roth IRA? Learn how a backdoor Roth works and how high earners can still build tax-free retirement wealth.
Webinar 6: Bonuses and Commissions: Understanding Tax Treatment and Cash-Flow Considerations
June 8, 2026 – Bonuses and commissions can trigger surprise tax bills. Learn how they’re taxed, common withholding pitfalls, and simple ways to plan your cash flow.
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