Matthew Bennett

Biography

Matthew Bennett launched WealthCode to work with tech professional's, business owners, and attorneys on strategies ranging from wealth-building, income tax planning, and retirement to legacy planning. His expereince with equity compensations and business ownership allows him to help bring clarity to clients navigating complex financial decisions.

Sessions

1. Vision First. Strategy Second. A Financial Planner's Framework for Turning Income, Equity, and Opportunity Into More Intentional Choices Presented by MassMutual

   Thu, Nov 5, 12:20 PM – 1:20 PM CT

   Track Wealth

   You're building a career, a business, a side venture, or maybe all three. Is your financial strategy built for you?  Vision First. Strategy Second. is a pratical conversation and Q&A about creating greater access to the financial knowledge, perspective and resources that can support wealth building on your terms.  Join experienced financial planners Achu Akum and Matthew Bennett with moderator Darin Florenz to explore how income, equity, benefits, taxes and life priorities can work together.  Walk away with 10 practical questions for navigating opportunities and trade-offs and creating a financial roadmap shaped by your vision, your circumstances and what matters most to you.