Navigate Your SpaceX Equity With Confidence
Your SpaceX compensation is powerful, but only if you understand how it works. Join a focused workshop on ISOs, RSUs, ESPPs, and the tax rules that come with them.
Save Your Seat Limited seats available · Free registrationUnderstand Your Equity and Why It's Essential
Equity compensation comes with its own vocabulary, tax triggers, and strategic decisions. Here's what we'll cover.
Speak the Language of Equity
ISOs, RSUs, ESPP, AMT, bargain element: we'll translate the terminology into plain English so you can clearly understand your grants, documents, and key decision points.
Anticipate the Tax Impact
Many costly surprises happen because employees don't realize when taxes are triggered. Learn where ordinary income, capital gains, and AMT can arise, and how proactive planning may help.
Turn Knowledge Into Strategy
Understanding your equity is the first step. We'll show how these decisions connect to diversification, cash flow, and long-term wealth building so your compensation works harder for you.
This class was designed for SpaceX employees who…
Whether you're new to equity or approaching a major decision, this workshop meets you where you are.
- Have stock options, RSUs, or ESPP benefits
- Are approaching a vesting, exercise, or liquidity decision
- Want to understand what your equity compensation actually means
- Are concerned about the tax impact of your equity
- Have heard of AMT but aren't fully clear how it applies
- Have significant value tied up in company stock
- Want to avoid common (and costly) mistakes
Two Session Options—Pick What Fits Your Schedule
Both sessions cover the same material. Choose the time that works best for you.
- Option 1 Thursday, April 9, 2026 11:30 AM – 1:00 PM · Lunch included
- Option 2 Thursday, April 9, 2026 4:00 PM – 5:30 PM · Dinner included
- Clear visual examples of ISO exercises, AMT, and what you can do in advance
- Live Q&A to cover your specific questions
- Light meal included with every session
- Opportunity to schedule a complimentary one-on-one meeting and receive a personalized Equity Compensation Report
Where Financial Expertise Meets a Personal Touch
At WNNW Wealth, we are a team of dedicated professionals united by a passion for financial empowerment. With over 50 years of combined experience, we bring a dynamic and personalized approach to wealth management, guiding individuals, families, and couples at every stage of life. We believe in making your financial goals achievable, one thoughtful decision at a time.
Meet the People Leading Your Workshop
Certified professionals with decades of combined experience in tax, retirement, and equity compensation planning.
With over two decades of experience guiding individuals toward their financial aspirations, Chad understands wealth is not just about money—it's about dreams, goals, family, and legacy. Chad has served in the financial services industry since 1995, and teaches retirement planning courses every semester at McLennan Community College. He holds the Retirement Income Certified Professional designation and is a graduate of Baylor University.
A CERTIFIED FINANCIAL PLANNER™ who co-founded WNNW Wealth, Jessica brings deep tax expertise from years as a Tax Accountant. She holds bachelor's and master's degrees in Business Administration, a Series 65 securities license, and Life, Accident, and Health insurance licenses in several states, combining financial planning and tax knowledge that's especially relevant for equity compensation decisions.
Your Equity Compensation Portfolio Analysis
After the workshop, you'll have the opportunity to schedule a complimentary one-on-one consultation with our team. As part of that meeting, we'll prepare a personalized Equity Compensation Portfolio Analysis tailored specifically to your SpaceX grants.
- → Personalized to your specific equity holdings
- → Clear breakdown of tax implications and timing
- → Prepared by a CFP® professional
- → Completely complimentary, no strings attached
Ready to Take Control of Your Equity?
Registration is quick and easy. Don't miss this opportunity.
Save Your Seat Now Suitable for individuals or couples