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Session #3:
Equity Compensation and Stock Options - Grant/Exercise Considerations/Tax Reporting/Termination Events
Boost Your Client's outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, February, 17 • ET • 150 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
What You'll Learn
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Webinar Description

Session 3 continues looking at stock options turning our attention to strategies at grant and exercise with examples to illustrate a number of considerations. There will also be a discussion of tax reporting considerations before turning our attention to termination events. Topics in this area will include the impact of various life events on equity awards as well as job events including termination of employment, retirement and change of control.

Aric J
Aric Jacobson, J.D. LL.M
Senior Equity Compensation Planner Grant'd Equity

What You'll Learn

Session 3 continues looking at stock options turning our attention to strategies at grant and exercise with examples to illustrate a number of considerations. There will also be a discussion of tax reporting considerations before turning our attention to termination events. Topics in this area…

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This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.