EQUITY & IPAs

Making Smarter Moves With Your Company Stock

RSUs. ESPPs. Stock Options. Taxes.

📍 Bare Bottle Bottle Brewing Company, Santa Clara
📅 Thursday, Oct 8 2026 5:30 PM
🍺 Beers on us - no cost to attend
👥 Space is limited

Your company equity can be one of your biggest financial opportunities - and one of the most complicated.

Join us for a casual evening where we’ll break down some of the biggest financial decisions facing tech professionals:

• When should you sell or hold company stock?
• How can taxes impact your equity compensation?
• What should you know about RSUs, ESPPs & stock options?
• How does company stock fit into your bigger financial picture?

Bring your questions, grab a drink, and get practical answers in a relaxed setting.

No presentation marathon. No sales pitch. Just useful conversation.

About Altura Wealth Advisors

Altura Wealth Advisors is a fiduciary, SEC-registered financial planning firm based in Santa Clara. We help Bay Area families and professionals plan for retirement, taxes, and the future - including the specific challenges that come with equity compensation.