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

Featured Jobs

Omni Operator

BPAS
(Utica NY)

BPAS logo

Plan Installation Manager

July Business Services
(Remote / Waco TX)

July Business Services logo

Census Coordinator

BPAS
(Utica NY / Hybrid)

BPAS logo

Senior Relationship Manager

ERISA Services Inc.
(Remote / AL / AR / FL / GA / LA / MS)

ERISA Services Inc. logo

Retirement Plan Administrator

Compensation Strategies Group, Ltd.
(Remote)

Compensation Strategies Group, Ltd. logo

Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

EPIC RPS logo

Retirement Combo Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Commack NY)

Heritage Pension Advisors, Inc. logo

Distributions Processor - Qualified Retirement Plans

Anchor 3(16) Fiduciary Solutions, LLC
(Remote / Wexford PA)

Anchor 3(16) Fiduciary Solutions, LLC logo

Implementation Specialist

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates 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