Press Releases

Learn Financial Planning For Stock Options And Restricted Stock With Two June Webinars From

June 6, 2022 — The millions of employees in the United States who receive stock options and/or restricted stock units (RSUs) from their employers must make important wealth-building and tax-minimizing decisions about their grants. Volatile stock markets make the need for effective guidance even more important., 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 the financial and tax planning for stock options, restricted stock, restricted stock units (RSUs), 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:

Stock Option Exercise Strategies: Advanced Bootcamp
June 15, 2022
2pm–3:40pm ET, 11am–12:40pm PT


  • Bill Dillhoefer, Net Worth Strategies
  • Megan Gorman, Chequers Financial Management
  • David Marsh, Ameriprise Financial
  • 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."

Restricted Stock & RSU Financial Planning: Advanced Bootcamp
June 29, 2022
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."

Valuable Continuing Education Credits

Each webinar offers 2.0 CE credit hours for:

  • Certified Financial Planners (CFPs)
  • CPWA and CIMA certifications from the Investments and Wealth Institute
  • Certified Equity Professionals (CEPs)
  • Enrolled Agents certified by the IRS (CE available via live webinars only)

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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