Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Relationship Manager for Defined Benefits

Daybright Financial
(Remote)

Daybright Financial logo

Plan Admin/Employee Benefits/Office Admin

Columbia Benefits, LLC
(Remote / Denver CO)

Columbia Benefits, LLC logo

3(16) Consultant

401K Safe
(Remote)

401K Safe logo

Senior Plan Consultant, Defined Benefit

DWC - The 401(k) Experts
(Remote)

DWC - The 401(k) Experts logo

Relationship Manager - DC

Daybright Financial
(Remote)

Daybright Financial logo

Senior Plan Consultant, Defined Benefit

DWC - The 401(k) Experts
(Remote)

DWC - The 401(k) Experts logo

Retirement Plan Consultant

The MandMarblestone Group, llc
(Remote)

The MandMarblestone Group, llc logo

Retirement Plan Administrator

Goldberg, Swedelson & Associates
(Remote / Los Angeles CA / Hybrid)

Goldberg, Swedelson & Associates logo

3(16) Account Manager

Pentegra
(Remote / Putnam Valley NY)

Pentegra logo

Relationship Manager - Actuary

Daybright Financial
(Remote)

Daybright Financial logo

Actuary

The Pension Source
(Remote / Stuart FL / Abilene TX)

The Pension Source logo

Retirement Plan Processor

BPAS
(Utica NY)

BPAS logo

Senior Counsel – Investment Solutions

Great Gray Trust Company
(Remote / Boston MA / Wilmington DE / Las Vegas NV / DC / FL / NC / NY / Hybrid)

Great Gray Trust Company logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   On-Demand
Conferences   >  Upcoming   |   Grouped by Location
All Webinars, Podcasts and Conferences   >  Upcoming   |   Grouped by Sponsor

View More myStockOptions.com Webinars, Podcasts and Conferences

Strategies for Concentrated Positions in Company Stock

myStockOptions.com

May 4, 2022
On-Demand
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