Stock Compensation Fundamentals for Financial Advisors
Whether you are new to stock compensation or want to sharpen your knowledge, this session will provide practical information and insights to maximize your success. Topics covered include:
• 8 core features of stock options
• 3 special features of incentive stock options (ISOs)
• 7 key features of restricted stock & RSUs
• 6 features of ESPPs
Learning Objectives:
• Provide solid grounding for financial advisors in the fundamentals of stock options, restricted stock/RSUs, and ESPPs
• Explain key tax concepts, including differences between private and public company stock grants
• Examine and understand the critical areas where financial advisors get involved with clients in making decisions and providing needed advice
• 8 core features of stock options
• 3 special features of incentive stock options (ISOs)
• 7 key features of restricted stock & RSUs
• 6 features of ESPPs
Learning Objectives:
• Provide solid grounding for financial advisors in the fundamentals of stock options, restricted stock/RSUs, and ESPPs
• Explain key tax concepts, including differences between private and public company stock grants
• Examine and understand the critical areas where financial advisors get involved with clients in making decisions and providing needed advice
Watch for all the details coming on NAPFA 2022 Events
