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View More myStockOptions.com Webcasts and Conferences

Restricted Stock and RSU Financial Planning: Advanced Bootcamp

myStockOptions.com

June 10, 2021
Recorded Online
Webcast

Restricted stock and restricted stock units (RSUs) have become the most common type of equity compensation. As part of our advanced series building on our flagship webinar Stock Compensation Bootcamp For Financial Advisors, this webinar focuses on financial and tax planning for restricted stock/RSUs to serve clients effectively, build wealth, and prevent expensive mistakes.

Join us for this lively educational event. In 100 minutes, it features insights from a panel of three leading financial advisors, including real-world case studies, to provide practical info, guidance, and expertise for restricted stock/RSUs in both public and private companies.

All the essential topics below, with tips and examples, will be presented in just 100 minutes (earn CE credits too):

  • Fundamentals of restricted stock and RSUs, including a review of taxation and differences between grants at public and private companies
  • Checklist of crucial features to understand about these grant to maximize their value
  • Info and documents advisors need to gather from clients
  • Restricted stock/RSUs vs stock options: which is better to get?
  • Key decisions clients must make about restricted stock/RSUs
  • Approach/process to financial planning for these grants
  • Mistakes to avoid with these grants
  • Case study: a private company's transition to public
  • Case study: grants of restricted stock or RSUs at a public company
  • Case study: combination of RSUs and stock options

The webinar offers 2.0 CE credit hours for:

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

More Information, How to Register

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