Smart Financial Conversations

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.

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Meet Rebecca Jackson

Your Guide to Smarter Financial Conversations

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.

Presentations & Speaking Topics

Thoughtful conversations about money, work, and what's next

Rebecca speaks to professionals, companies, financial organizations, and communities about making better financial decisions when life—and money—gets complicated.

Stock Options 101

A practical introduction to stock options, covering how they work, key terms, taxation, and the planning opportunities and pitfalls employees and investors should understand.

Tax Planning 101 for Mid-Career Professionals

An approachable introduction to proactive tax planning for mid-career professionals, focusing on strategies to reduce tax liability, maximize opportunities, and make smarter financial decisions.

Tax Planning 201 for Mid-Career Professionals

A deeper dive into advanced tax-planning strategies for mid-career professionals, building on the fundamentals and exploring more sophisticated opportunities to optimize taxes and wealth.

XYPN Live: Tax Planning LIVE

A hands-on, interactive tax-planning session designed to bring real-world scenarios to life and demonstrate how thoughtful tax strategy can be integrated into financial planning.

Tax Planning for Stock Compensation under OBBBA

An exploration of the tax-planning considerations surrounding equity compensation under the One Big Beautiful Bill Act (OBBBA), with practical strategies for navigating changes and making informed decisions.

Understanding Business Entity Basics:

A straightforward overview of common business structures, including sole proprietorships, partnerships, LLCs, and corporations, and how entity selection can impact taxation, liability, and financial planning.