Stock Compensation Fundamentals for Financial Advisors

10:20 AM - 12:40 PM
Whether you are new to stock compensation or want to sharpen your knowledge, this session will provide practical information and insights to maximize your success. Topics covered include:
• 8 core features of stock options
• 3 special features of incentive stock options (ISOs)
• 7 key features of restricted stock & RSUs
• 6 features of ESPPs

Learning Objectives:
• Provide solid grounding for financial advisors in the fundamentals of stock options, restricted stock/RSUs, and ESPPs
• Explain key tax concepts, including differences between private and public company stock grants
• Examine and understand the critical areas where financial advisors get involved with clients in making decisions and providing needed advice
Watch for all the details coming on NAPFA 2022 Events