Stock Compensation Bootcamp For Financial Advisors

myStockOptions.com

All the essential topics below will be presented in just 100 minutes by Bruce Brumberg, Esq., the Editor-in-Chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a respected expert on stock compensation with over 20 years of experience in stock comp education, communications, and training.

• Stock options: 8 core features
• Exercise methods
• 4 key features of nonqualified stock options (NQSOs)
• NQSO taxation: 5 core rules
• 3 special features of incentive stock options (ISOs)
• ISO taxes: 5 key points
• ISOs compared to NQSOs and what’s better for your clients
• Stock options compared to restricted stock/RSUs: what’s better for your clients
• Restricted stock & RSUs: 7 key features
• 10 tax rules for restricted stock/RSUs
• How restricted stock & RSUs differ
• Key decisions to make with restricted stock/RSUs, stock options, and ESPPs
• 6 features of ESPPs
• 10 ESPP terms to know
• Types of ESPPs and their special benefits
• 5 tax rules for ESPPs
• Difference between private and public company stock grants, including taxes
• Checklist of questions to ask clients with stock comp and info to gather

The webinar will offer 2.0 CE credit hours for:

• Certified Financial Planners (CFPs)
• Certified Equity Professionals (CEPs)
• CPWA and CIMA certifications from the Investments and Wealth Institute

More Information, How to Register