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Stock Option Exercise Strategies: Advanced Bootcamp

June 15, 2022
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. Volatile stock markets make the need for effective guidance even more important, as this webinar will cover.

In 100 minutes, a panel of three leading financial experts will provide practical info, guidance, and expertise for stock options in both public and private companies, including real-world case studies.


  • 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 clients' grants to maximize value
  • Info and documents advisors need to gather from clients
  • Common mistakes clients make with stock options and how to prevent them
  • Strategies for down and volatile markets
  • Key decisions clients must make about stock options with the advisor's input
  • NQSOs vs ISOs: which are better for your client?
  • Decisionmaking 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


  • Bill Dillhoefer, President and CEO, Net Worth Strategies
  • Megan Gorman, Founder, Chequers Financial Management
  • David Marsh, Case Manager, Financial Planning—Ameriprise Financial
  • Bruce Brumberg (moderator), Editor-in-Chief and Co-Founder, myStockOptions

More Information, How to Register

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