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Unravelling Equity Compensation: Part 1

Know What You Own
Unravelling Equity Compensation: Part 1

As part of Equius’ ongoing dialogue addressing strategic solutions for individuals with complex financial situations, Equius presents part one of a two-part webinar series on equity compensation.

We discuss how to better evaluate and unravel the complexities of stock options, as well as other forms of employer equity compensation like Employee Stock Purchase Plans and restricted stock.We highlight some important constraints, including taxes, and suggest solutions that will help you gain perspective and facilitate better outcomes.

View Part 2 >

Recorded November 6, 2020

Alex Gangl, CFA, CFP®
Lachlan MacLean

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