Explore our latest media features, webinars, and thoughtful conversations on aligning money with meaning. Whether you’re a journalist, podcast host, or curious learner, you’ll find resources to support your journey.
Rebecca Jackson, CPA / PFS™, CFP®, RLP is the founder of SeedSafe Financial LLC. With a background in serving growth-minded professionals through moments of transition, she blends technical financial expertise with deep emotional intelligence. Her work is rooted in the belief that money should feel like a tool for alignment – not anxiety – and that financial planning is most powerful when it reflects who we truly are.
Known for her clear, grounded approach, Rebecca speaks on topics ranging from values-based financial planning to navigating complexity in tax and tech careers, helping audiences move beyond spreadsheets and into a more spacious, intentional relationship with money.
A Taste of our Presentations and Speaking Topics
Presentations:
Stock Options 101
Tax Planning 101 for Mid-Career Professionals
Tax Planning 201 for Mid-Career Professionals
XYPN Live: Tax Planning LIVE
Tax Planning for Stock Compensation under OBBBA
Understanding Business Entity Basics: Sole Proprietor, LLC, Partnership, and S-Corp Tax Considerations
Year-End Planning In 2022 For Stock Comp: Tips From Leading Financial Advisors Amid Down And Volatile Markets
2023 Year-End Planning For Stock Options And RSUs: Advisors’ Tips In Uneven Markets
Year-Start Planning For Stock Options, RSUs, ESPPs
‘Big Beautiful Bill’ Affects Tax Planning For Stock Options And RSUs
