Restricted Stock, Restricted Stock Units, And Restricted Securities: How To Tell Them Apart And Avoid Confusion
Restricted Stock & RSUs: Top 10 Questions To Ask To Make The Most Of Your Grant

Stock Comp Bootcamp For Financial Advisors Will Get Their Knowledge In Tip-Top Shape

What do you call a bootcamp about stock compensation? A "Bootcomp"? Maybe. Whatever the case, myStockOptions is holding a bootcamp on stock comp in a special webinar on October 21, presented by myStockOptions editor-in-chief Bruce Brumberg, Esq.

While nobody will actually have to drop and give us twenty pushups (though they are welcome to do so if they want), our bootcamp is a great opportunity for financial advisors, lawyers, CFAs, and tax professionals to learn all they need to know about stock comp or sharpen their existing knowledge in just 100 lively minutes. This webinar is yet another educational offering from myStockOptions in addition to the self-study courses and exams in the website's Learning Center, which offers a multitude of continuing education credits for CFP, CEP, CPWA, and CIMA professionals.

Bootcamp details are below and at the webinar registration page.

Bootcamp promo

For financial advisors in particular, stock compensation is a complex planning niche they must understand when their clients have grants of stock options, restricted stock, restricted stock units, or employee stock purchase plans. Command of the core topics is required to better serve clients, build wealth, and prevent costly mistakes.

"You will understand the fundamentals of stock comp with our bootcamp webinar," guarantees Bruce, a respected expert on equity comp with over 20 years of experience in stock comp education, communications, and training. "We are very confident in the power of this educational event. If you don't feel you're in top stock comp shape after our webinar, as part of our bootcamp guarantee I will provide you with a private tutoring session myself."

All the essential topics below will be presented in just 100 minutes by Bruce Brumberg, the editor-in-chief and co-founder of myStockOptions.

  • Stock options: 8 core features
  • Exercise methods
  • 4 key features of nonqualified stock options (NQSOs)
  • NQSO taxation: 5 core rules
  • 3 special features of incentive stock options (ISOs)
  • ISO taxes: 5 key points
  • ISOs compared to NQSOs and what’s better for your clients
  • Stock options compared to restricted stock/RSUs: what’s better for your clients
  • Restricted stock & RSUs: 7 key features
  • 10 tax rules for restricted stock/RSUs
  • How restricted stock & RSUs differ
  • 6 features of employee stock purchase plans (ESPPs)
  • 10 ESPP terms to know
  • Types of ESPPs and their special benefits
  • 5 tax rules for ESPPs
  • Key decisions to make with restricted stock/RSUs, stock options, and ESPPs
  • Difference between private and public company stock grants, including taxes
  • Checklist of questions to ask clients with stock comp and info to gather

The webinar will offer 2.0 CE credit hours for:

  • Certified Financial Planners (CFPs)
  • Certified Equity Professionals (CEPs)
  • CPWA and CIMA certifications from the Investments and Wealth Institute

Registration for this special webinar is now open.

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