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Financial Planning For Stock Compensation During The Pandemic

July 22, 2020
Recorded Online

Equity compensation is on a wild ride in 2020. After steep swings in the markets, financial planning for equity comp and company shares continues to be tested by volatility, economic uncertainty, layoffs, and indefinite employment furloughs. Covid-19 fallout is also impacting company approaches to equity comp and the financial-planning strategies advisors must consider for clients with equity awards and related company shares.

Join us for a webinar panel discussion with insights on equity comp financial planning during the pandemic.

  • Meg Bartelt, CFP® (Flow Financial Planning)
  • Tim Kochis, CFP® (Kochis Global, former CEO of Aspiriant)
  • C.J. Van Ostenbridge, CEP (Infinite Equity)
  • Jane Yoo, CFP® (Jane Financial)
  • Bruce Brumberg (myStockOptions, moderator)

We'll talk about how companies are changing their stock grants, including approaches to underwater stock options, and what this means for financial planning.

Other key topics:

  • what to do with vested stock options
  • strategies for NQSOs and ISOs
  • whether to immediately sell restricted stock/RSUs when the grant vests
  • whether to participate in an ESPP, and the benefits of ESPPs in down markets
  • special strategies for grants in private companies
  • helping stock comp clients through layoffs, furloughs, and new job opportunities

The webinar offers 1.0 CE credit hour for:

  • Certified Financial Planners (CFPs)
  • Certified Equity Professionals (CEPs)
  • CIMA and CPWA

More Information, How to Register

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