SME Lunch and Learn: The Hidden Financial Risks High-Earning Tech Professionals Overlook

Description

Many tech professionals don’t realize their financial strategy hasn’t evolved with their success. This expert-led discussion highlights the most common risks we see among high-earning technology leaders and innovators, including:

• Overreliance on employer benefits that often don’t fully protect income, equity, or family and can change or disappear with a role transition, leadership shift, or exit
• Protection gaps that widen over time, quietly increasing exposure as compensation, responsibility, and complexity grow
• Tax strategy blind spots around bonuses, vesting schedules, and multi-year income spikes that can significantly reduce what you actually keep
• Concentration risk created by company stock, deferred compensation, or dependence on a single income stream or industry cycle

These risks don’t announce themselves, and by the time they’re obvious, they’re often expensive.

If you’re earning at the top of your field and haven’t stress-tested your financial strategy recently, this is a conversation you can’t afford to miss.

Register now and get ahead of the risk, before it gets ahead of you.

Meet the SMEs

Al Johnson & Broderick Young, CFP, Co-Fou8nders, REVEAL WEALTH

Al Johnson and Broderick Young are the Co-Founders of Reveal Wealth, a Maryland-based strategic wealth management firm serving clients nationwide. With more than 35 years of combined experience, they launched Reveal Wealth in 2020 with a simple but powerful mission: to make money conversations clearer, more accessible, and less intimidating.

Known for their down-to-earth approach and genuine care for the people they serve, Al and Broderick have built a firm rooted in trust, education, and real relationships. They believe financial guidance should feel practical, personal, and empowering, not overwhelming. Deeply committed to financial literacy, mentorship, and community outreach, they work alongside individuals, families, and organizations to help them feel confident, informed, and supported as they make decisions about their financial future.

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