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Parcion Private Wealth | Young Successor Video Series
Cyber Security & Employer Benefits

This session will focus on digital risk management and employer benefits plans including: 401(k)s, restricted stock units, and stock options, Traditional IRAs and Roth IRAs. Terry Cook and Kathleen Boyle will lead the discussion, and will feature Frances Dewing CEO and Co-founder and Joshua Harris II, Manager with Rubica, as well as, Parcion's Head of Advanced Planning, Ryan Halleran.

Note: Participants will generally be kept anonymous unless they choose to identify themselves in the Q&A function.


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