Navigating Stock Compensation: The Do’s and Don’ts for Growing Your Wealth as an Executive
Stock compensation can be a huge wealth-builder for executives, but there are no guarantees. And let’s face it—there’s a LOT you can’t control.
But let’s talk about what you CAN control. In this 30-minute webinar, Private Wealth Advisors, Jessica Gibbs, CFP® and Emily M. Harper, CFP®, MBA, provide practical, straightforward advice to help you navigate your stock compensation plan. You’ll come away with a better understanding of the different types of stock options, how to plan for taxes, how company stock should fit into your overall financial plan, and more. There will be time for Q&A following the presentation. Attendees will also get our free ‘Cheat Sheet’: Understanding Your Stock Compensation. Get ready to be empowered to take more control of your wealth-building potential💪
What’s In It for You:
What NOT to do so you can avoid the common mistakes that executives make with their stock compensation plans.
The 3 mindsets that create RISK when it comes to stock compensation (beliefs, FOMO, and resistance).
Restricted Stock vs. Options—what’s the difference and why does it matter? We’ll break it down. (All attendees will get a free copy of our 'Cheat Sheet’: Understanding Your Stock Compensation)
Managing Taxes: What you need to know to be ‘tax-efficient’—and what to look for in a CPA
The 3 key advisors you need on your team
And more!
Who Should Attend?
Corporate Executives who have company stock (public or private) as part of their compensation plan
Founders and Business Owners who want to understand the pros and cons of different stock compensation plans for their executive leadership team
Wednesday Women Community—Are you a fan of Wednesday Women? Join us and your fellow women execs and founders.
Can’t make it? Sign up anyway and we’ll send you the recording + our stock compensation ‘cheat sheet’.
Presented by Wednesday Women and Monument Wealth Management