You have a limited amount of time to make key decisions about your Cerner stock and the Tender Offer that exists. It could affect how your financial future impacts your retirement and financial life.

Cerner Oracle Merger: What You Need to Know!

December 2021, Oracle announced the acquisition of Cerner. Here's how it could affect your 401k, stock, investments and your entire Financial Future.

Mergers are exciting, full of anticipation - and concerns. Often there are unanswered questions, deadlines and important decisions you must make. Here we cover some of the most important areas you need to consider:


  • What to do about company stock?
  • How will my 401k be affected?
  • What do you need to know about your Options, RSU's and other awards?
  • What do you need to do now to prepare for the future?
  • and much, much more!

Secrets You Must Know for Surviving a Career Transition

These are unordinary times! There are secrets you must know to survive a career transition

Changing jobs can be scary! Further, done incorrectly it can be very costly. This webinar will give you the inside knowledge to make sure you're on the right path.

  • What to do about Healthcare
  • Should I rollover my 401k, 403b or Pension
  • How and when to negotiate to maximize your severance pay.
  • What to do with corporate options, and special incentive pay.
  • and much, much more!