Learn Financial Planning For Stock Options And Restricted Stock With Two June Webinars From myStockOptions.com

The millions of employees in the United States who receive stock options and/or restricted stock units (RSUs) from their employers must make important wealth-building and tax-minimizing decisions about their grants. Volatile stock markets make the need for effective guidance even more important.

myStockOptions.com, the leader in online educational resources for stock compensation, is holding two webinars in June that offer crucial guidance for both employees and their financial advisors on the financial and tax planning for stock options, restricted stock units (RSUs), and related holdings of company shares. To be held at the myStockOptions Webinar Channel, each features a panel of seasoned financial advisors with lengthy experience and expertise in these planning areas.

Registration is now open for these lively, insightful events:

Stock Option Exercise Strategies: Advanced Bootcamp
June 15, 2022, 2pm–3:40pm ET, 11am–12:40pm PT

Panelists:

– Bill Dillhoefer, Net Worth Strategies
– Megan Gorman, Chequers Financial Management
– David Marsh, Ameriprise Financial
– Bruce Brumberg (moderator), editor-in-chief of myStockOptions

In 100 minutes, this 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 stock options in both public and private companies.

“Employees with stock option grants face important make-or-break decisions about when to exercise their stock options,” notes Mr. Brumberg. “This webinar focuses on stock option exercise strategies to build wealth and prevent expensive mistakes.”

Restricted Stock & RSU Financial Planning: Advanced Bootcamp
June 29, 2022, 2pm–3:40pm ET, 11am–12:40pm PT

Panelists:

– Meg Bartelt, Flow Financial Planning
– Chloe Moore, Financial Staples
– Daniel Zajac, Zajac Group
– Bruce Brumberg (moderator), editor-in-chief of myStockOptions

With practical insights and real-world case studies, this 100-minute webinar will explain effective ways to approach the financial and tax planning for restricted stock/RSUs.

“Restricted stock and restricted stock units (RSUs) have become the most common type of equity compensation,” says webinar moderator Bruce Brumberg, the editor-in-chief of myStockOptions. “Employees and their advisors need to understand planning techniques for these grants, which are not as easy to manage as they may appear.”

Valuable Continuing Education Credits

Each webinar offers 2.0 CE credit hours for:

– Certified Financial Planners (CFPs)
– CPWA and CIMA certifications from the Investments and Wealth Institute
– Certified Equity Professionals (CEPs)
– Enrolled Agents certified by the IRS (CE available via live webinars only)

Registration for these special webinars is now open at the myStockOptions Webinar Channel.

Disclaimer: The news site hosting this press release is not associated with myStockOptions.com. It is merely publishing a press release announcement submitted by a company, without any stated or implied endorsement of the information, product or service. Please refer to a tax attorney or CPA for tax advice.

About myStockOptions.com

With award-winning content and tools, myStockOptions.com is an independent and unbiased source of expertise on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. We specialize in making complex stock compensation topics clearly understandable and relatable, in plain English and with an engaging style. Our audience includes:

– stock plan participants
– financial planners, wealth advisors, and CPAs
– professionals in stock plan administration, human resources, compensation, and finance
– attorneys, corporate counsel, and other members of legal staff

In addition to individual memberships, we also offer corporate services.