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Leading Financial Advisors Headline myStockOptions Webinar On Covid-19 Planning For Stock Comp

The Covid-19 pandemic is impacting both company approaches to stock compensation and the financial-planning strategies advisors must consider for clients with equity comp, such as stock options and restricted stock units. After wild swings in the stock markets, financial planning for stock compensation continues to be tested by volatility, economic uncertainty, corporate layoffs, and indefinite employment furloughs. It is more important than ever for financial advisors to re-evaluate approaches in this planning niche.

This is the subject of a special one-hour webinar by myStockOptions.com, the leading online resource of expertise on stock compensation:

Financial Planning For Equity Compensation During The Pandemic
July 22, 2:00pm–3:00pm ET

In this online event, leading financial advisors and equity comp experts will discuss how to reconsider planning for stock compensation and company shares amid the Covid-19 pandemic and its fallout. The webinar discussion panelists are:

  • Meg Bartelt, CFP® (Flow Financial Planning)
  • Tim Kochis, CFP® (Kochis Global, former CEO and Chairman of Aspiriant)
  • C.J. Van Ostenbridge, CEP (Infinite Equity)
  • Jane Yoo, CFP® (Jane Financial)
  • Bruce Brumberg, discussion moderator (myStockOptions)

After explaining how companies are changing their stock grants, including trends in approaches to underwater stock options, the discussion will turn to what the pandemic and its impacts mean for financial planning. Key topics:

  • what to do with vested stock options
  • strategies for nonqualified stock options and incentive stock options
  • whether to immediately sell restricted stock or restricted stock units when the grant vests
  • whether to participate in an employee stock purchase plan, and ESPP benefits even in down markets
  • special strategies for grants in private companies
  • helping stock comp clients through layoffs, furloughs, and new job opportunities

The webinar offers 1.0 CE credit hour for:

  • Certified Financial Planners (CFPs)
  • Certified Equity Professionals (CEPs)
  • CIMA and CPWA

About myStockOptions.com

With exclusive articles, 830+ 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, myStockOptions.com 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. myStockOptions.com 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 myStockOptions.com 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 myStockOptions.com among "the most useful sites ever" that "deliver top-notch information, support, and services."

myStockOptions.com 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, Money.com, and MarketWatch.com.

myStockOptions.com has a related site on nonqualified deferred compensation at http://www.myNQDC.com. The staff also created the successful insider trading prevention video series Think Twice, available at http://www.insidertradingvideos.com.


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

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