This webinar (held June 24, 2021) is available on demand. Registered attendees of the webinar receive links to the webinar recording and the webinar slide deck.

Didn't register for the live webinar? For streaming access to the webinar recording, please click on the video screen above and register with the form that pops up. Contact us (editors@mystockoptions.com) to receive a copy of the webinar slide deck and handouts with your registration. If you would like the 2.0 CE credits for CFPs that are available with this webinar, please let us know when you have watched it and send us your CFP ID number so we can report the credits.

For other engaging on-demand webinars in stock comp topics, all of which offer CE credits for CFPs, CEPs, and CPWAs, see the myStockOptions Webinar Channel.

WEBINAR OVERVIEW
Your clients with stock option grants, whether NQSOs or ISOs, face important wealth-building and tax-minimizing decisions about when to exercise their stock options. As part of our advanced series building on our flagship webinar Stock Compensation Bootcamp For Financial Advisors, this webinar focuses on stock option exercise strategies to serve clients effectively, build wealth, and prevent expensive mistakes.

In 100 minutes, the webinar features 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.

TOPICS COVERED
- Fundamentals of stock options, including a review of taxation and differences between grants at public and private companies
- Checklist of crucial features to understand about your client's grant to maximize its value
- Info and documents advisors need to gather from clients
- Common mistakes clients make with stock options and how to prevent them
- Key decisions clients must make about stock options with the advisor's input
- NQSOs vs ISOs: which are better for your client?
- Decision-making approaches and process to financial planning with NQSOs, ISOs, and when have both
- Stock option exercise strategies that meet clients' key financial goals and risk tolerance and also minimize taxes
- Whether and how to set useful exercise targets based on price or other factors, and the need to implement a Rule 10b5-1 plan
- Case study: public company NQSOs, ISOs, and RSUs
- Case study: private company grants, and the transition to a public company

The webinar offers 2.0 CE credit hours for:
- Certified Financial Planners (CFPs)
- Certified Equity Professionals (CEPs)
- CPWA and CIMA

TIME CONFLICT? NO PROBLEM: WEBINAR AVAILABLE ON DEMAND
All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the presentation slide deck. Therefore, even if you have a time conflict, please still register, as you will receive a link to the recording and presentation.

Questions? Please contact the myStockOptions team at 617-734-1979 or webinars@mystockoptions.com

Details About the Webinar

About the Speakers

1620077824-eb89a6a38ae07c91 Megan Gorman
Founder, Chequers Financial Management

Megan 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.

1620242760-e591f0cc2d488662 David Marsh
Case Manager, Financial Planning—Ameriprise Financial

As part of Ameriprise Financial’s Advanced Advice team for 25 years, David collaborates with his firm’s advisors nationwide to develop sound, suitable financial-planning guidance for their higher-net-worth clients with sophisticated circumstances, goals, and tax issues. He has practical experience with a wide range of financial-planning areas and techniques, including: executive/equity compensation, estate, income tax, and retirement planning. David was instrumental in developing and continues to make an in-house program available to Ameriprise Financial Advisors focused on equity compensation planning. David earned his BM from the University of Minnesota (Twin Cities) and his JD and LLM in tax law (Summa Cum Laude) from Mitchell Hamline School of Law (previously William Mitchell College of Law) in St. Paul MN. He also holds FINRA Series 7 and 63 licenses and was a panelist presenter at myStockOptions.com’s 2019 national conference, “Financial Planning for Public Company Executives and Directors,” on Financial & Tax Planning Strategies for Stock Compensation.

1620078307-ff45f39c544346a0 Bill Dillhoefer
President and CEO, Net Worth Strategies

Net Worth Strategies provides equity compensation risk analysis and tax-planning programs for financial advisors. Bill has been with the firm since it was established in 2000 and became its CEO in 2018. The company's industry-acclaimed “StockOpter” applications help advisors to attract clients that receive company stock and options and to provide sophisticated diversification guidance. Bill has presented at numerous equity compensation industry and financial advisor events. He earned a BA in Economics from the University of Notre Dame and an MBA from the University of Southern California.

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