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Financial-Planning Conference By myStockOptions Features Talks By Leading Industry Experts

"Packed with information and lessons for advisors to apply in their practices."

Brookline, MA, March 4, 2019 – The one-day conference Financial Planning for Public Company Executives & Directors ( is a must-attend event for professionals working with or seeking to advise executives, directors, and high-net-worth employees who have stock compensation and holdings of company stock. To be held by in the San Francisco–Silicon Valley area on June 18, 2019, this unique conference is being sponsored by some of the leaders in the financial-planning industry, including Fidelity Charitable, Charles Schwab, Columbia Threadneedle Investments, StockShield, and StockOpter.

The 2019 conference follows the sold-out success of the 2018 conference, held in Boston. "The [2018] conference was excellent—packed with information and lessons for advisors to apply in their practices," said William Baldwin of Argent Wealth Management (Waltham, MA), a past national chair of the National Association of Personal Financial Advisors (NAPFA). "In many other conferences I attend, the presenters only scratch the surface of their topics," said Aaron R. Petersen of Capital Group Private Client Services (Los Angeles, CA), another 2018 attendee. "It was refreshing to see that many of the presenters went the next step or two deeper into their topics."

Organized by, the 2019 one-day financial-planning conference will be held on June 18, 2019, at the Hilton San Francisco Airport Bayfront, conveniently located near the San Francisco International Airport (SFO). Rooms at a specially discounted rate have been reserved for June 16–20 at the hotel, which offers free airport shuttle transportation.

Diverse Agenda And Expert Speakers On Crucial Financial-Planning Topics

"I haven't come across anything else that is geared toward advisors like this."

With a fresh range of topics, the talks and panel discussions of the 2019 conference will feature a distinguished speaker lineup of top industry experts. Many are leading advisors involved with financial, tax, and legal planning for stock compensation and holdings of company shares. The conference agenda comprises the following sessions:

  • Leading Financial Advisor Reflects On His Career Working With Executives: Tim Kochis, Founder and CEO of Kochis Global (former CEO of Aspiriant)
  • Tax Myths And Facts With Equity Compensation
  • Trends In Stock And Executive Compensation: What Stock Plan Participants Need And Want, And How Advisors Can Help
  • Important SEC Rules And Legal Developments Impacting Financial Planning For Stock And Executive Compensation
  • Attracting And Retaining Individuals Who Receive Company Stock And/Or Options
  • Planning Strategies For Stock Options, Restricted Stock/RSUs, Performance Shares, And Company Stock Holdings
  • Estate Planning And Charitable Giving With Company Stock And Equity Comp
  • Rule 10b5-1 Trading Plans: Cornerstone Of Legal Protection For Stock Diversification
  • Strategies For Concentrated Positions In Company Stock
  • Stock Grant, Employment, And Severance Agreements: Key Documents For Advisors To Understand And How To Help Clients Avoid Big Mistakes
  • Donor Advised Funds Versus Charitable Foundations: What’s Best For Your Client
  • Nonqualified Deferred Compensation: What Advisors Must Know To Advise Executives
  • Pre-IPO Company Financial Planning

Continuing education credits will be available, including CE credits for Certified Financial Planner® (CFP) professionals and Certified Equity Professionals (CEPs).

"My practice significantly changed as a result of the valuable information shared by industry leaders."

"This is the only conference addressing and focused solely on financial planning for executives and directors," says Kent T. Hickey of Legacy Planning Partners (Allentown, PA). "My practice significantly changed as a result of the valuable information shared by industry leaders. Since I returned from the 2018 conference, fellow planners and clients have sought my input on executive compensation. Already looking forward to the next conference!"

"Excellent content," adds Madeline Van Hoorickx of UBS Financial Services (San Jose, CA). "I haven’t come across anything else that is geared toward advisors like this."

Limited Space For This Day Of Learning And Networking

"The sold-out success of our 2018 conference shows the need for this type of specialized, exclusive conference and education for advisors," explains Bruce Brumberg, the editor-in-chief of, the creator and organizer of the conference.

He encourages attendees to register as soon as possible. "It's the truth, not a mere marketing ploy, when we say that space is limited and filling quickly!"


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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