This webinar (held June 29, 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
Restricted stock and restricted stock units (RSUs) are the most common type of employee equity compensation. As part of our advanced series building on our flagship webinar Stock Compensation Bootcamp For Financial Advisors, this webinar focuses on financial and tax planning for restricted stock/RSUs to effectively build wealth and prevent expensive mistakes. Volatile stock markets make the need for effective guidance even more important, as this webinar will cover.

In 100 minutes, it features insights from a panel of three leading financial advisors, including real-world case studies, to provide practical info, guidance, and expertise for restricted stock/RSUs in both public and private companies.

"Great webinar and very timely. Many of our clients are coming to us for RSU strategy planning right now." —Austin Hon (CFP®), Founder & Wealth Advisor, Momentum Private Wealth Management

TOPICS COVERED
● Fundamentals of restricted stock and RSUs, including a review of taxation and differences between grants at public and private companies
● Ways to plan for the tax impact of the income spike at vesting
● Checklist of crucial features to understand about these grant to maximize their value
● Info and documents advisors need to gather from clients
● Strategies for down and volatile markets
● Restricted stock/RSUs vs stock options: which is better to get?
● Key decisions clients must make about restricted stock/RSUs
● Approach/process to financial planning for these grants, including when clients have both stock options and RSUs
● Mistakes to avoid with these grants
● 3 real-world case studies: public company RSUs; combination of RSUs and stock options; private company’s transition to public

"Very informative and directly applicable to conversations we are having with our clients. Particularly thought-provoking to hear the different approaches each advisor takes when discussing restricted stock and RSUs with clients."
—Brandon L., Client Advisor in the Boston area

PANELISTS
● Meg Bartelt, CFP®, RLP®, Founder, Flow Financial Planning
● Chloé Moore, CFP®, Founder, Financial Staples
● Daniel Zajac, CFP®, EA, Managing Partner, Zajac Group
● Bruce Brumberg, JD (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 will offer 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