This webinar (held June 15, 2022) is available on demand. (Click on the video screen above to open the registration form; if the screen is blank, please refresh the page to make it appear.) Registered attendees of the webinar get access to the webinar recording along with the detailed webinar presentation and handouts.

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.

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. Volatile stock markets make the need for effective guidance even more important, as this webinar covers.

In 100 minutes, three leading financial experts provide practical info, guidance, and expertise for stock options in both public and private companies, including real-world case studies.

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 clients' grants to maximize value
● Info and documents advisors need to gather from clients
● Common mistakes clients make with stock options and how to prevent them
● Strategies for down and volatile markets
● Key decisions clients must make about stock options with the advisor's input
● NQSOs vs ISOs: which are better for your client?
● Decisionmaking 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

PANELISTS
● Bill Dillhoefer, President and CEO, Net Worth Strategies
● Megan Gorman, Founder, Chequers Financial Management
● David Marsh, Case Manager, Financial Planning—Ameriprise Financial
● Bruce Brumberg (moderator), Editor-in-Chief and Co-Founder, myStockOptions

Detailed introductions to the panelists are below.

"The knowledge I gained from myStockOptions both as a premium member and from your webinars has made me stand out at work."
—Vincent Leonardo (EA), Tax Analyst, Intuit

CE CREDITS
The live webinar offers 2.0 CE credit hours for:
● Certified Financial Planners (CFPs)
● CPWA/CIMA professionals (meets Taxes & Regulations requirement)
● Certified Equity Professionals (CEPs)
● Enrolled Agents (EA)

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

TIME/DATE CONFLICT? NO PROBLEM
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 can't attend the live webinar, 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