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Strategies for Concentrated Positions in Company Stock

myStockOptions.com

May 4, 2022
Recorded Online
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

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