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Stock Option Exercise Strategies: Advanced Bootcamp

June 24, 2021
Recorded Online

Your clients with stock option grants, whether NQSOs or ISOs, face important wealth-building and tax-minimizing decisions about when to exercise their stock options. As part of our advanced series building on our flagship webinar Stock Compensation Bootcamp For Financial Advisors, this webinar focuses on stock option exercise strategies to serve clients effectively, build wealth, and prevent expensive mistakes.

Join us on June 24 (2pm–3:40pm ET, 11am–12:40pm PT) 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 stock options 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 stock options, including a review of taxation and differences between grants at public and private companies
  • Checklist of crucial features to understand about your client's grant to maximize its value
  • Info and documents advisors need to gather from clients
  • Common mistakes clients make with stock options and how to prevent them
  • Key decisions clients must make about stock options with the advisor's input
  • NQSOs vs ISOs: which are better for your client?
  • Decision-making approaches and process to financial planning with NQSOs, ISOs, and when have both
  • Stock option exercise strategies that meet clients' key financial goals and risk tolerance and also minimize taxes
  • Whether and how to set useful exercise targets based on price or other factors, and the need to implement a Rule 10b5-1 plan
  • Case study: public company NQSOs, ISOs, and RSUs
  • Case study: private company grants, and the transition to a public company

More Information, How to Register

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