Register here: https://zoom.us/webinar/register/WN_fUoK4vO6RBmglUNiWcy6cw#/registration
With ExxonMobil stock (XOM) now trading under $100 per share, as of January 9th, 2024, many of our clients are asking what to do with the stock.
On this live webinar featuring Stenger Family Office CEO & Financial Advisor, Nick Stenger, we'll cover the major reasons why XOM is down from all time highs, where the stock could be headed over the long run, and a few guidelines on when to buy or sell.
Stenger Family Office is a fiduciary wealth management firm with offices in Spring, TX and Naperville, IL. Since 1981, the Stenger family has advised over 300 families from ExxonMobil across the country during and leading up to retirement. As a multi-family office, we also offer in-house tax preparation and estate planning strategies.
Stenger Family Office can assist with the following:
- ExxonMobil retirement planning
- Lump sum vs. annuity analysis
- Voya 401(K) rebalancing & investment strategy
- Restricted Stock Units (RSUs)
- Net Unrealized Appreciation analysis (NUA)
- Roth IRA conversions
- Tax planning & preparation
- Estate planning: including wills & trusts
- Education planning
Stenger Family Office is a Registered Investment Advisor (RIA) firm, regulated by the SEC. This webinar should not be construed as individual investment advice. Individuals should consult with their own personal financial advisor before making any changes to their financial plans. Stenger Family Office is not a tax advisor. All tax advice is rendered through Stenger Tax Advisory, LLC, a licensed Illinois accounting firm. Stenger Family Office does not provide legal advice. Stenger Family Office financial advisors refer clients to Legacy & Life Law Firm, an Illinois licensed attorney. Stenger Family Office and its representatives do not receive compensation from Legacy & Life Law Firm.
Stenger Family Office LLC
Headquarters
400 E. Diehl Road, Suite 550
Naperville, IL 60563
Phone: (630) 912-8431