Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Experienced Employee Benefits Attorney

Shipman & Goodwin LLP
(Hartford CT / Stamford CT / Boston MA / Hybrid)

Shipman & Goodwin LLP logo

Team Leader

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Consulting Actuary

Daybright Financial
(Remote)

Daybright Financial logo

Internal Channel Sales Team Lead

July Business Services
(Remote / Waco TX)

July Business Services logo

Regional Sales Director-Mid Atlantic

July Business Services
(Waco TX / DC)

July Business Services logo

Plan Administrator

Stones River Consulting
(Remote / TN)

Stones River Consulting logo

Plan Administration Analyst

EPIC RPS
(Remote)

EPIC RPS logo

Regional Sales Director-Heartland

July Business Services
(Remote / Waco TX / IL)

July Business Services logo

Director of Regulatory Operations and Compliance

PCS Retirement
(PA / Hybrid)

PCS Retirement logo

Director, Strategic Accounts and Channel Development

July Business Services
(Remote / Waco TX)

July Business Services logo

Consultant / Account Manager

Spectrum Pension Consultants (part of Daybright Financial)
(Remote / Tacoma WA / CA / OH)

Spectrum Pension Consultants (part of Daybright Financial) logo

Senior Client Success Manager

Independent Retirement
(Remote)

Independent Retirement logo

Manager of Client Service

EPIC RPS
(Remote / Norwich NY)

EPIC RPS logo

Relationship Manager – Defined Contributions

Daybright Financial
(Remote)

Daybright Financial logo

Relationship Manager

Daybright Financial
(Remote)

Daybright Financial logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   On-Demand
Conferences   >  Upcoming   |   Grouped by Location
All Webinars, Podcasts and Conferences   >  Upcoming   |   Grouped by Sponsor

View More myStockOptions.com Webinars, Podcasts and Conferences

Strategies for Concentrated Positions in Company Stock

myStockOptions.com

May 4, 2022
On-Demand
Webinar

Wealth has become increasingly concentrated and volatile as stock markets fluctuate. Even S&P 500 companies are experiencing severe stock-price volatility. It's more important than ever for advisors to understand the wide range of strategies available for managing wealth and preventing wealth loss in concentrated company stock holdings to meet clients' financial goals.

In this webinar (100 minutes), experts at managing concentrated stock wealth explain the approaches:

  • Role of the financial advisor in explaining overconcentration risks and solutions
  • Strategies to diversify, create liquidity, and/or protect stock in a tax-efficient way
  • Basic strategies: sales, gifts, and charitable donations of stock
  • Short-term strategies: protective puts, covered calls, collars, and forwards
  • Long-term strategies: exchange funds and stock protection trusts
  • Tax, legal, and SEC complexities, including how Rule 10b5-1 plans can be used
  • Key features of each strategy
  • Checklist to evaluate which approaches are best
  • Case studies

PANELISTS

  • Valerie Gospodarek, Owner, VG Financial Consulting LLC
  • Marcel Quiroga, Founder and CEO, TQM Wealth Partners
  • Brian Yolles, Founder and CEO, StockShield LLC
  • Mark Leeds, Partner, Mayer Brown
  • Bruce Brumberg (moderator), Editor-in-Chief and Co-Founder, myStockOptions.com

 

More Information, How to Register