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FREE Live RSU & Stock Option Webinars


Upcoming Webinars


October 12th

Tax Implications of Your Stock Options & RSU's

1:00 pm - 2:00 pm PST / 4:00 pm - 5:00 pm EST

In this webinar we’ll cover the main topics stockholders should have in mind prior to the exercise of their options. 

REGISTER HERE!

Primary focus: 

  • Tax treatment of stock options and RSU’s
  • Strategic ways to navigate equity and IPO’s

Secondary focus: 

  • Difference between ISO’s, NSO’s, RSU’s, and ESPP’s 
  • Determine how to match your investment to your time horizons
  • Understand the differences between pre-tax, post-tax, and capital gains tax investment accounts 

October 20th

Tax Implications of Your Stock Options & RSU's

9:00 am - 10:00 am PST / 12:00 pm - 1:00 pm EST

In this webinar we’ll cover the main topics stockholders should have in mind prior to the exercise of their options. 

REGISTER HERE!

Primary focus: 

  • Tax treatment of stock options and RSU’s
  • Strategic ways to navigate equity and IPO’s

Secondary focus: 

  • Difference between ISO’s, NSO’s, RSU’s, and ESPP’s 
  • Determine how to match your investment to your time horizons
  • Understand the differences between pre-tax, post-tax, and capital gains tax investment accounts

To Learn More or Meet With One of Our Financial Advisors, Contact Us Here! 

Can't make it to one of our webinars but still want to learn more? Meet with one of our Financial Advisors for a free consolation. Cost for financial planning services is waived for individual medical professionals who are currently in school, residency, or fellowship.* 

*(read more on our fee transperancy here).