Negotiating Equity Comp At Hire & Protecting It In Job Termination

myStockOptions.com

This webinar will present the best ways to evaluate and negotiate equity compensation in job offers and promotions, and how to protect it in job termination. Whether for clients or yourself, learn how to get the best deal to maximize and preserve wealth in company shares, stock options, and restricted stock/RSUs.

The webinar will feature actionable takeaways and insights on negotiating equity comp in a job offer, how to safeguard grants when leaving a job, and big mistakes to avoid. The panelists, three leading financial and legal advisors, will also bring real-world case studies. Their expertise applies to employees and executives at all types of companies, whether startups, recently public companies, or long-time public corporations.

TOPICS COVERED

• Biggest pitfalls to avoid when leaving a job with outstanding stock grants
• Key features to focus on in a job offer that includes equity comp
• What is negotiable, including when and how to approach negotiation
• How to analyze and evaluate an offer, including competing offers
• Crucial documents and legal terms to review
• Tax rules you must know to prevent big mistakes by clients
• Negotiable features of annual grants or off-cycle grants, such as at promotion
• Best time to negotiate severance and key provisions
• Differences between private and public company equity comp offers
• Role for financial, legal, and tax advisors in evaluating offers and in negotiations
• Negotiating outstanding equity grants as retirement approaches
• Case studies

PANELISTS

• AJ Ayers (CFP®, EA, CEP), Co-Founder, Brooklyn FI
• Beata Dragovics (MSFP®, CFP®, CEP), Founder, Freedom Trail Financial
• Arthur Meyers (JD), Founder and Attorney, Meyers Law Firm PLLC
• Moderator: Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions, and a Forbes.com contributor

More Information, How to Register