Description
If you've ever found yourself wondering what to do when your RSUs vest, whether you're holding too much RTX stock, or whether your 401(k) is set up the way it should be, this is the conversation I think you'll find genuinely useful.
Here's what we'll cover:
- RSU grants and vesting: the tax picture, the decisions, and what to do with the shares
- Company stock concentration and why your income and your portfolio shouldn't be exposed to the same risk
- Your 401(k) match in RTX stock and how to think about diversifying it
- Using RTX's legal services benefit for estate planning basics: wills, trusts, beneficiary designations
- Pulling all of these pieces together into a plan that makes sense for your situation
Date and Time
Wed, Jul 15, 2026
12:00p - 1:00p EST
Location
This is a zoom video conference
Note
Join at the time of the event on Zoom using the following link: https://zoom.us/j/98251076525
No Affiliation with RTX Corporation. Bergenn Financial Group, LLC is an independent financial services firm and is not affiliated with, endorsed by, sponsored by, or in any way officially connected to RTX Corporation (formerly Raytheon Technologies) or any of its subsidiaries, affiliates, or employee benefit plans. All RTX names, trademarks, and logos are the property of their respective owners. Any references to RTX or its employee benefits, including its 401(k) plan, restricted stock units (RSUs), company stock, or legal services benefit, are used solely for general educational and informational purposes to illustrate planning considerations that may be relevant to RTX employees. Nothing in this presentation constitutes or should be interpreted as a representation that RTX has reviewed, approved, endorsed, or recommended Bergenn Financial Group, LLC or its services. RTX employees should refer to their official plan documents and benefits administrator for authoritative information regarding their compensation and benefits.