Equity Comp Masterclass by myStockOptions.com
Watch our 2024 Equity Comp Masterclass webinar series on demand. Complete all three webinars to earn a certificate showing you are myStockOptions Educated!
Offering CE credits for CFPs, CEPs, and other professionals, each webinar includes the detailed slide deck, checklists, and handouts via the webinar player.
You can register for the whole masterclass series of three webinars at a special package price ($395) or for any of the individual webinars, listed below:
Part 1: Stock Options ($149)
Held on May 2 AVAILABLE ON DEMAND
1.0 CE credit for CFP, CPWA/CIMA, and CEP/ECA
Part 2: Restricted Stock/RSUs & ESPPs ($149)
Held on May 22 AVAILABLE ON DEMAND
1.0 CE credit for CFP, CPWA/CIMA, and CEP/ECA
Part 3: Best Ideas From Top Advisors ($189)
Held on June 12 AVAILABLE ON DEMAND
2.0 CE credits for CFP, CPWA/CIMA, and CEP/ECA
Whether you are new to stock comp or want to sharpen your knowledge, these webinars will provide practical info and insights to maximize your success.
Parts 1 and 2 cover essential topics (including taxation) and feature plentiful examples. These two 60-minute webinars are presented by Bruce Brumberg (JD), the editor-in-chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a highly respected expert who explains these topics in a practical, memorable, and engaging way.
Part 3 brings together all the fundamentals and taxation. The webinar features leading financial advisors actively working with clients who have equity compensation. They provide their top tips and real-world case studies. Panelists:
Megan Gorman (JD), Founder, Chequers Financial Management
Chloé Moore (CFP®), Founder, Financial Staples
Danika Waddell (CFP®, RLP®, CSLP®), Founder, Xena Financial Planning
Daniel Zajac (CFP®, EA), Managing Partner, Zajac Group
Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions (moderator)
Offering CE credits for CFPs, CEPs, and other professionals, each webinar includes the detailed slide deck, checklists, and handouts via the webinar player.
You can register for the whole masterclass series of three webinars at a special package price ($395) or for any of the individual webinars, listed below:
Part 1: Stock Options ($149)
Held on May 2 AVAILABLE ON DEMAND
1.0 CE credit for CFP, CPWA/CIMA, and CEP/ECA
Part 2: Restricted Stock/RSUs & ESPPs ($149)
Held on May 22 AVAILABLE ON DEMAND
1.0 CE credit for CFP, CPWA/CIMA, and CEP/ECA
Part 3: Best Ideas From Top Advisors ($189)
Held on June 12 AVAILABLE ON DEMAND
2.0 CE credits for CFP, CPWA/CIMA, and CEP/ECA
Whether you are new to stock comp or want to sharpen your knowledge, these webinars will provide practical info and insights to maximize your success.
Parts 1 and 2 cover essential topics (including taxation) and feature plentiful examples. These two 60-minute webinars are presented by Bruce Brumberg (JD), the editor-in-chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a highly respected expert who explains these topics in a practical, memorable, and engaging way.
Part 3 brings together all the fundamentals and taxation. The webinar features leading financial advisors actively working with clients who have equity compensation. They provide their top tips and real-world case studies. Panelists:
Megan Gorman (JD), Founder, Chequers Financial Management
Chloé Moore (CFP®), Founder, Financial Staples
Danika Waddell (CFP®, RLP®, CSLP®), Founder, Xena Financial Planning
Daniel Zajac (CFP®, EA), Managing Partner, Zajac Group
Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions (moderator)
Panelists
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Bruce Brumberg, JDEditor-in-Chief and Co-Founder, myStockOptionsBruce Brumberg has devoted most of his professional career to making complex tax and legal concepts understandable to people who do not enjoy reading the Internal Revenue Code and the securities laws. He is the editor-in-chief and a co-founder of myStockOptions.com, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. Bruce runs another website (myNQDC.com, on nonqualified deferred comp) and writes a popular blog at Forbes.com. He graduated from the University of Michigan and University of Virginia School of Law. -
Megan Gorman, JDFounder, Chequers Financial ManagementMegan Gorman is the founder and managing partner of Chequers Financial Management, a female-owned high-net-worth tax and financial-planning firm in San Francisco, California. Megan's clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning. Megan spent the first part of her career as a Vice-President at Ayco, A Goldman Sachs Company and BNY Mellon Wealth Management. She has a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law. She is a Senior Contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including The Wall Street Journal, The Washington Post, CNBC, and US News.
Sessions in this Equity Comp Masterclass
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Equity Comp Masterclass (Part 1): Stock Options$149.00 -
Equity Comp Masterclass (Part 2): Restricted Stock/RSUs & ESPPs$149.00 -
Equity Comp Masterclass (Part 3): Best Ideas From Top Advisors$189.00
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