This webinar on employee stock option exercise strategies for financial advisors was sponsored by myStockOptions.com. Click here for access to the presentation slides, webinar recording and for CE credits. The webinar features a panel of experienced stock option planning specialists, and the agenda included: Stock option fundamentals, including a review of taxation NQSO vs ISO: […]
Month: June 2022
Insights on Providing Equity Compensation Guidance
The following slide set is from a CFP continuing education credit session presented at the 2022 Technology Tools for Today (T3) conference in Denton, Texas. By: Bill Dillhoefer, CEO Net Worth Strategies, Inc. T3 Conference 2022 Presentation CFP CE