GDS Wealth Management Announces Three-Part Webinar Series for Navigating Your Corporate Financial & Retirement Benefits Plan

DALLAS, March 14, 2025 /PRNewswire/ -- GDS Wealth Management, a Flower Mound based wealth management firm, is thrilled to announce a three-part webinar series designed to help attendees make the most of their financial benefits and retirement plans. This event is perfect for current and former Lockheed Martin employees* and those working at organizations with comparable offerings.

The webinar series will occur on three consecutive Wednesdays in March and April 2025, with all sessions held from 6:00 to 6:45 p.m.

The first session, on March 19, will delve into various important facets of available pension plans, including monthly payout options, lump sum calculations, and key considerations such as health conditions and timing to help attendees make the best decisions for their retirement. Participants will discover how to maximize their savings, explore the mega backdoor Roth strategy, and understand distribution methods for retirement and in-service withdrawals.

The second session, on March 26, will teach attendees about the Employee Stock Option Plan (ESOP). Attendees will learn how to make the most of their stock options, understand the benefits they offer, and discover the best strategies for exercising and managing them. The GDS team will also explore the flexibility and investment opportunities available through a Self-Directed Brokerage Account (SDBA), helping participants take full advantage of their investment choices.

Finally, on April 2, GDS will provide insights into benefits and strategies for managing deferred compensation, helping attendees understand how to optimize their earnings for the future. Attendees will learn about healthcare in retirement, including coverage options, costs, and planning strategies.

Whether you are just starting your career, planning for retirement, or already retired, these sessions will equip you with some of the tools and information you need to make confident financial decisions.

How to Register

Registration for this exclusive webinar series is now open. Secure your spot today by visiting https://raymondjames.zoom.us/webinar/register/WN_osiMw-CkR52ArPf6v5UGVw or calling (469) 212-8072.

*GDS Wealth Management is not affiliated with and does not endorse the opinions, products, or services of Lockheed Martin Corporation.

To view a full list of disclosures and material risks, please visit https://www.gdswealth.com/disclosures.

Contact: [email protected] 

SOURCE GDS Wealth Management