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Restricted Stock & RSU Financial Planning: Advanced Bootcamp

June 29, 2022
Recorded Online

Restricted stock and restricted stock units (RSUs) are the most common type of employee 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 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, 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. Topics covered include:


  • 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
  • Strategies for down and volatile markets
  • 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
  • Real-world case studies


  • Meg Bartelt, CFP®, RLP®, Founder, Flow Financial Planning
  • ChloĆ© Moore, CFP®, Founder, Financial Staples
  • Daniel Zajac, CFP®, Managing Partner, Zajac Group
  • Bruce Brumberg, JD (moderator), Editor-in-Chief and Co-Founder, myStockOptions

More Information, How to Register

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