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

Featured Jobs

Combo Retirement Plan Administrator

Strongpoint Partners
(Remote)

Strongpoint Partners logo

Cash Balance/ Defined Benefit Plan Administrator

Steidle Pension Solutions, LLC
(Remote / NJ)

Steidle Pension Solutions, LLC logo

Retirement Plan Consultant

July Business Services
(Remote / Waco TX)

July Business Services logo

Mergers & Acquisition Specialist

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Retirement Plan Administration Consultant

Blue Ridge Associates
(Remote)

Blue Ridge Associates logo

Relationship Manager for Defined Benefit/Cash Balance Plans

Daybright Financial
(Remote)

Daybright Financial logo

3(16) Fiduciary Analyst

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

Anchor 3(16) Fiduciary Solutions logo

Relationship Manager

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Regional Vice President, Sales

MAP Retirement USA LLC
(Remote)

MAP Retirement USA LLC logo

Relationship Manager

Retirement Plan Consultants
(Urbandale IA / Hybrid)

Retirement Plan Consultants logo

Managing Director - Operations, Benefits

Daybright Financial
(Remote / CT / MA / NJ / NY / PA / Hybrid)

Daybright Financial logo

DC Retirement Plan Administrator

Michigan Pension & Actuarial Services, LLC
(Farmington MI / Hybrid)

Michigan Pension & Actuarial Services, LLC logo

Retirement Plan Administrator

Strongpoint Partners
(Remote)

Strongpoint Partners logo

ESOP Administration Consultant

Blue Ridge Associates
(Remote)

Blue Ridge 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