This webinar (held live on March 14, 2024) is available on demand. For immediate streaming access to the recording, please register on this page. The detailed webinar slide deck and the webinar handouts are available for download from the recording player. Registered viewers can also obtain those materials by contacting us (editors@mystockoptions.com).

● To get the 2.0 CE credits for CFPs available with this webinar, please let us know when you have watched it and send us your CFP ID number.

● The webinar also offers 2.0 CE credits for CEP/ECA and CPWA/CIMA (both self-reported) and 1.5 for CFA (self-determined and self-reported).

For other on-demand webinars offering CE credits, see the myStockOptions Webinar Channel. There you can also find information on our upcoming live webinars, which in addition offer CPE and EA continuing education credits.

OVERVIEW
This webinar presents 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 features 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, 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

Detailed introductions to the panelists are below.

"myStockOptions is my first go-to source for in-depth dives and unparalleled education." —Olga Mavrody, CPA

TIME/DATE CONFLICT? NO PROBLEM
All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the detailed presentation slide deck and handouts. Therefore, even if you can't attend the live webinar, please still register, as you will receive access to the recording along with the presentation and handouts.

CE CREDITS
The live webinar will offer 2.0 CE credit hours for:
● Certified Financial Planners (CFPs)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEPs)
● Enrolled Agents (EA)
● CPE for CPAs

CE credits for CFP, CPWA/CIMA, and CEP will also be available via the webinar recording. EA and CPE credits are available only via the live webinar.

CPE Program level: Intermediate
CPE Prerequisite: Knowledge of stock compensation basics
CPE Advanced Prep: None
CPE Delivery Method: Group Internet-Based (webinar)
CPE Field Of Study: Personnel/Human Resources – Nontechnical

myStockOptions.com is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Questions? For further information, including administrative policies such as complaints and refunds, please contact the myStockOptions team at webinars@mystockoptions.com or 617-734-1979

Details About the Webinar

About the Speakers

1709073887-c6502d8662a70d71 AJ Ayers, CFP®, EA, CEP
Co-Founder, Brooklyn FI

AJ Ayers is an Enrolled Agent, CERTIFIED FINANCIAL PLANNER™, and Certified Equity Professional. She's the co-founder of Brooklyn FI. As a writer and editor with a strong background in communications, AJ builds frameworks for delivering complex tax advice around equity compensation to clients. She's one of the only CFPs in the country to also hold the Certified Equity Professional designation and brings an unparalleled understanding of company stock plans to Brooklyn FI. AJ's path to entrepreneurship began with a financial advice podcast and currently finds her at the helm of a young company experiencing explosive growth and making a huge impact on the lives of clients.

1709074076-f3a7b7c6e7cef789 Beata Dragovics, MSFP®, CFP®, CEP
Founder, Freedom Trail Financial

Beata Dragovics is the founder of Freedom Trail Financial, an independent wealth management firm based in Boston, MA. The majority of Freedom Trail Financials’ clients work in the biotech and pharma industries, rising to executive positions with corresponding complexity in their equity compensation and financial planning needs. FTF specializes in helping clients enhance their equity compensation strategies as part of their comprehensive, holistic financial plan. Beata holds the FINRA Series 7 and 66 securities registrations (through Commonwealth Financial Network) and she is a CERTIFIED FINANCIAL PLANNER™ practitioner. She earned her bachelor's degree in business management from the Budapest Business School and her master's degree in financial planning from the College of Financial Planning.

1709073900-bb04247022a47673 Arthur Meyers, JD
Founder and Attorney, Meyers Law Firm PLLC

Art Meyers is an attorney and the founder of Meyers Law Firm PLLC. He focuses on the corporate, employment, tax and securities law aspects of executive employment, severance and change in control agreements as well on equity compensation and retirement plan matters. He brings decades of large law firm partner experience to an approachable small law firm setting. Art provides understandable, cost-effective, and bespoke solutions to complex executive compensation matters. Art acts as US counsel for many of London’s top law firms and their international clients to “Americanize” global share schemes. He authors the US Chapter of the Legal 500 Employee Incentives Comparative Guide. Art is an advisory board member of myStockOptions.com and an advisory committee member of the Southeastern Chapter of the Society for Corporate Governance. Art is recognized by The Best Lawyers in America, Chambers USA and Legal 500. He graduated from The University of Michigan Law School. Art’s speaking engagements include conferences for the Certified Equity Professional Institute, Charles Schwab, Computershare, Equilar, E*TRADE, Fidelity, Financial Executives International, the Global Equity Organization, Morgan Stanley, NASPP, and the Society for Corporate Governance.

1709074112-ec34af0be635a718 Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions

Bruce 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.

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