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The Equity Playbook For NVIDIA Employees

A Masterclass on Turning NVIDIA Equity Into Lasting Wealth

If you’ve spent years at NVIDIA, there’s a good chance your company stock has become one of your largest financial assets.

The same equity that helped build your wealth can also create some of your biggest financial decisions.

How much NVIDIA stock should you keep? When should you diversify? How do you avoid paying more tax than necessary? And how do you make sure your financial future isn’t dependent on a single stock?

In this educational masterclass, you’ll learn a practical framework for making smarter decisions about your equity before taxes, concentration risk, or life events begin making those decisions for you.

You’ll learn how to:

  • Determine how much NVIDIA stock you actually need to keep
  • Understand why a financial plan should guide every equity decision
  • Avoid the RSU withholding gap that catches many employees by surprise at tax time
  • Make the most of your ESPP without becoming increasingly concentrated
  • Diversify a large NVIDIA stock position without paying a huge tax bill
  • Build a long-term strategy to protect your wealth as new RSUs continue to vest
  • Understand when advanced strategies such as direct indexing, long/short investing, securities-based lending, and collars may be appropriate

Whether you plan to stay at NVIDIA for years to come or are looking to create more optionality in your life, you’ll leave with a practical framework for making better decisions about your NVIDIA equity.

Designed for NVIDIA employees with meaningful equity compensation.

Event Details

Date: Wednesday, September 2, 2026

Time: 11:00 AM PT

Speaker: Roshani Pandey, Founder & Wealth Advisor, True Root Financial

Reserve Your Seat

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  • (415) 323-6602
  • hello@truerootfinancial.com
  • We are located in San Francisco, CA
    and serve clients across the country.
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