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Learn Financial Planning For Employee Equity Compensation With Two June Webinars From

June 2, 2021 — Employee stock compensation is booming. Stock markets are surging; companies are finding rejuvenated value in granting equity to employees; and those employees are getting ever more comfortable with stock investing via online trading apps. All of this means the need for financial-planning advice is also booming, especially for employees who have grants of stock options, restricted stock, restricted stock units, and other forms of equity compensation., the leader in online educational resources for stock compensation, is holding two webinars in June that offer crucial guidance for both employees and their financial advisors on financial and tax planning for equity comp and related holdings of company shares. Each features a panel of seasoned financial advisors with lengthy experience and expertise in these planning areas.

Registration is now open for these lively, insightful events:

Restricted Stock & RSU Financial Planning: Advanced Bootcamp
June 10, 2021
2pm–3:40pm ET, 11am–12:40pm PT


  • Meg Bartelt, Flow Financial Planning
  • Chloe Moore, Financial Staples
  • Daniel Zajac, Zajac Group
  • Bruce Brumberg (moderator), editor-in-chief of myStockOptions

With practical insights and real-world case studies, this 100-minute webinar will explain effective ways to approach the financial and tax planning for restricted stock/RSUs.

"Restricted stock and restricted stock units (RSUs) have become the most common type of equity compensation," says webinar moderator Bruce Brumberg, the editor-in-chief of myStockOptions. "Employees and their advisors need to understand planning techniques for these grants, which are not as easy to manage as they may appear."

Stock Option Exercise Strategies: Advanced Bootcamp
June 24, 2021
2pm–3:40pm ET, 11am–12:40pm PT


  • Megan Gorman, Chequers Financial Management
  • David Marsh, Ameriprise Financial
  • Bill Dillhoefer, Net Worth Strategies
  • Bruce Brumberg (moderator), editor-in-chief of myStockOptions

In 100 minutes, this webinar will feature 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.

"Employees with stock option grants face important make-or-break decisions about when to exercise their stock options," notes Mr. Brumberg. "This webinar focuses on stock option exercise strategies to build wealth and prevent expensive mistakes."

Valuable Continuing Education Credits

Each webinar offers 2.0 CE credit hours for:

  • Certified Financial Planners (CFPs)
  • Certified Equity Professionals (CEPs)
  • CPWA and CIMA certifications from the Investments and Wealth Institute

Registration for these special webinars is now open.


With exclusive articles, 800+ FAQs, podcasts, videos, the Tax Center, interactive quizzes, the Learning Center with courses for CE credit, the Global Tax Guide, an extensive glossary, a smartphone app for iOS and Android devices, and dynamic patented tools, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. is written and managed by leading experts in equity compensation, and is produced by a company with a long history of successful publications explaining complex legal and financial subjects in plain English.

The accounting journal CPA Wealth Provider selected among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." The Specialized Information Publishers' Foundation honored MSO Pro with one of its Editorial Excellence Awards in the category of Best Interactive Content among niche publishers. The influential consumer magazine PC World has ranked among "the most useful sites ever" that "deliver top-notch information, support, and services." has also received extensive favorable coverage in the media, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN, National Public Radio, PBS,, and has a related site on nonqualified deferred compensation at The staff also created the successful insider trading prevention video series Think Twice, available at

For more information, please contact Bruce Brumberg and Matt Simon at or 617-734-1979.

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