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Employee stock compensation is booming. Stock markets are surging; companies are finding rejuvenated value in granting equity to employees; and those employees are getting ever more comfortable with stock investing via online trading apps. All of this means the need for financial-planning advice is also booming, especially for employees who have grants of stock options, restricted stock, restricted stock units, and other forms of equity compensation.
myStockOptions.com, the leader in online educational resources for stock compensation, is holding two webinars in June that offer crucial guidance for both employees and their financial advisors on financial and tax planning for equity comp and related holdings of company shares.
Registration is now open for these lively, insightful events, which are detailed below. Each features a panel of seasoned financial advisors with lengthy experience and expertise in these planning areas.
Restricted Stock & RSU Financial Planning: Advanced Bootcamp
June 10, 2021
2pm–3:40pm ET, 11am–12:40pm PT
Panelists:
– Meg Bartelt, Flow Financial Planning
– Chloe Moore, Financial Staples
– Daniel Zajac, Zajac Group
– Bruce Brumberg (moderator), editor-in-chief of myStockOptions
With practical insights and real-world case studies, this 100-minute webinar will explain effective ways to approach the financial and tax planning for restricted stock/RSUs.
“Restricted stock and restricted stock units (RSUs) have become the most common type of equity compensation,” says webinar moderator Bruce Brumberg, the editor-in-chief of myStockOptions. “Employees and their advisors need to understand planning techniques for these grants, which are not as easy to manage as they may appear.”
Stock Option Exercise Strategies: Advanced Bootcamp
June 24, 2021
2pm–3:40pm ET, 11am–12:40pm PT
Panelists:
– Megan Gorman, Chequers Financial Management
– David Marsh, Ameriprise Financial
– Bill Dillhoefer, Net Worth Strategies
– Bruce Brumberg (moderator), editor-in-chief of myStockOptions
In 100 minutes, this webinar will feature insights from a panel of three leading financial advisors, including real-world case studies, to provide practical info, guidance, and expertise for stock options in both public and private companies.
“Employees with stock option grants face important make-or-break decisions about when to exercise their stock options,” notes Mr. Brumberg. “This webinar focuses on stock option exercise strategies to build wealth and prevent expensive mistakes.”
Valuable Continuing Education Credits
Each webinar offers 2.0 CE credit hours for:
– Certified Financial Planners (CFPs)
– Certified Equity Professionals (CEPs)
– CPWA and CIMA certifications from the Investments and Wealth Institute
Registration for these special webinars is now open.
Disclaimer: The news site hosting this press release is not associated with myStockOptions.com. It is merely publishing a press release announcement submitted by a company, without any stated or implied endorsement of the information, product or service. Please refer to a tax attorney or CPA for tax advice.
About myStockOptions.com
With award-winning content and tools, myStockOptions.com is an independent and unbiased source of expertise on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. We specialize in making complex stock compensation topics clearly understandable and relatable, in plain English and with an engaging style. Our audience includes:
– stock plan participants
– financial planners, wealth advisors, and CPAs
– professionals in stock plan administration, human resources, compensation, and finance
– attorneys, corporate counsel, and other members of legal staff
In addition to individual memberships, we also offer corporate services.
