ON-DEMAND WEBINAR
Concentrated Wealth and Equity Compensation
As an executive leader at your company, part of your package may have some form of equity compensation, which can be complex. In this on-demand webinar, Matthew Benson, CFP®, covers important topics like:
- Employee Stock Purchase Plans (ESPPs) and Restricted Stock Units (RSUs)
- Tax-savvy strategies to make the most of your compensation package
- Concentrated stock and its risks
- How and when to diversify
We’re also excited to offer exclusive access to our new whitepaper, “Managing Concentrated Stock Positions: Take Advantage of Your Tax-Advantaged Accounts.” Download your free copy of the whitepaper and gain access to our on-demand webinar by filling out the form.
Matthew Benson, CFP®
Owner / Certified Financial Planner™
Sonmore Financial
Sonmore Financial
- Get In Touch:
- 480-439-0500
- [email protected]
View Our On-Demand Webinar*
*Submitting the form also grants you access to our whitepaper, “Managing Concentrated Stock Positions: Take Advantage of Your Tax-Advantaged Accounts.”
