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Restricted Stock & RSU Financial Planning: Insights From Leading Advisors

May 18, 2023
Recorded Online

Restricted stock and restricted stock units (RSUs) are the most common type of employee equity compensation. This webinar will delve into financial and tax planning for restricted stock/RSUs to effectively build wealth and prevent expensive mistakes. Volatile stock markets and widespread layoffs in the tech industry make the need for effective guidance even more important, as this webinar will cover.

In 100 minutes, the webinar will feature 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.


  • Fundamentals of restricted stock and RSUs, including a review of taxation and differences between grants at public and private companies
  • Ways to plan for the tax impact of the income spike at vesting
  • 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
  • Preparing clients for potential job loss or change
  • 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, including when clients have both stock options and RSUs
  • Mistakes to avoid with these grants
  • Real-world case studies: public company RSUs; combination of RSUs and stock options; tax-loss harvesting with RSUs; private company’s transition to public; private company tender offer for RSUs


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

More Information, How to Register

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