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: which is better?
  • Core features to understand with a checklist of information to gather
  • Key factors that impact decision about option exercise
  • General rules and exceptions for when to exercise and then sell or hold
  • Strategies for down and volatile markets
  • Mistakes to avoid with option grants
  • Case studies: public company options, ISOs, private company and transition to public

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