For All SpaceX employees in the Waco area...
Thursday, March 26th, 2026
TWO OPTIONS: 11:00 AM - 1:30 PM
or
4:30 PM - 7:00 PM
Navigate Your SpaceX Equity With Confidence
Understand the Tax Impact Before It Matters Most
Secure Your Spot Now - Limited Seats Available!
LOCATION: Republic Gun Club
19000 Woodway Dr
Woodway, TX 76712
Your SpaceX compensation is powerful - but only if you understand how it works. Join Winnow Wealth, a Waco-based financial planning firm, for a focused educational workshop designed to help local SpaceX employees navigate Incentive Stock Options, RSUs, ESPPs, and the tax rules that come with them.
This is an educational class and no products will be pitched or sold.
Suitable for both Individuals OR Married Couples.
Registration is complimentary and a light meal is included!
What You’ll Learn (and Why It’s Essential):
Speak the Language of Equity
Equity compensation comes with its own vocabulary - ISOs, RSUs, ESPP, AMT, bargain element, and much more. 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. You’ll learn where ordinary income, capital gains, and potential Alternative Minimum Tax (AMT) can arise - and how proactive planning may help reduce friction.
Turn Knowledge Into Strategy
Understanding your equity is only the first step. We’ll show how these decisions connect to a broader financial plan, including diversification, cash flow, and long-term wealth building - so your compensation works harder for you.
This class is right FOR YOU if...
You’re a SpaceX employee with stock options, RSUs, or ESPP benefits
You want to better understand what your equity compensation actually means
You’re approaching a vesting, exercise, or liquidity decision
You’re concerned about the tax impact of your equity
You’ve heard of AMT but aren’t fully clear how it applies to you
You have significant value tied up in company stock
You want to avoid common (and costly) mistakes
Registration is complimentary and a light meal is included!
2.5
Hours of education per session
950+
Prior students
50+
0
High-pressure sales pitches
What To Expect
Thursday, March 26th, 2026
11:00 AM - 1:30 PM OR 4:30 PM - 7:00 PM
Clear visual examples of ISO exercises, AMT, and what you can do in advance
Live Q&A to cover your specific questions
Light meal is included
Opportunity to schedule a complimentary one-on-one meeting in our office and receive your own personalized Equity Compensation Report
Who We Are:
At Winnow Wealth, equity compensation isn’t viewed in isolation. We integrate tax planning, financial planning, and investment strategy to help you make coordinated decisions - not fragmented ones. As an independent registered investment advisory firm, we work with high-earning professionals and pre-retirees who want thoughtful, fiduciary guidance around complex compensation and long-term wealth planning. Our goal is to help you connect the dots between your equity benefits and your broader financial picture, so each decision supports the next with clarity and intention.
CFP®-level financial planning perspective
Tax-aware decision frameworks
Experience working with complex compensation structures
Focus on pre-retirees and high-earning professionals
Objective, fiduciary advice
No Sales Pitches: Unlike many other personal finance courses, we promise no products will be sold - just pure, actionable education.
Your instructors:
Chad Castle, RICP®
Chad Castle is the owner of Winnow Wealth LLC, a fiduciary Registered Investment Advisor. Chad and Winnow Wealth exist to help you create better financial outcomes in retirement. By creating simple, efficient, and transparent investment plans, you’ll benefit by maximizing the income on your investment accounts and Social Security while minimizing your lifetime tax burden. Chad holds the Retirement Income Certified Professional Designation and is a graduate of Baylor University.
Jessica Burch, CFP®
Jessica Burch, a CERTIFIED FINANCIAL PLANNER™, co-founded Winnow Wealth. She holds bachelor’s and master’s degrees in Business Administration, and spent many years as a Tax Accountant. She is a qualified Investment Advisor Representative holding a Series 65 securities license and a Life, Accident, and Health insurance license in several states. She has been married over twenty-three years to her high school sweetheart and loves being mom to three sons.
Register now!
Registration is quick and easy, so don't miss this premium educational opportunity.
Registration is complimentary and a light meal is included!
© Copyright 2026 Winnow Wealth, LLC. All Rights Reserved.
Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registration and licenses as required by the various states in which Winnow Wealth conducts business, as applicable. Winnow Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.
Winnow Wealth is an independent registered investment advisor. This workshop is educational in nature and does not constitute individualized tax or investment advice. Winnow Wealth is not affiliated with, sponsored by, or endorsed by SpaceX, and this event is independently organized and presented by Winnow Wealth for educational purposes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.