StockOpter Webinars (for Advisors & Firms)

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This session is NOT intended for CURRENT StockOpter.com users. SO users should sign up for the ‘Refresher’ webinar.

This 60-minute private webinar for advisors discusses how to:

1. Attract, engage and convert executives into loyal and profitable clients
2. Provide clients with a proactive framework for making timely, informed and profitable decision regarding their company stock compensation
3. Secure ongoing assets under management and planning fees via equity compensation guidance

The following topics are covered:

• The Equity Compensation Planning Niche
• The StockOpter process for Providing Equity Compensation Guidance
• Equity Compensation Planning and Marketing Resources
• StockOpter demo

Schedule: Click ATTEND Button to View Available Dates

This 30 minute private webinar for CURRENT StockOpter.com users provides an overview on using StockOpter.com and shows attendees where to find online help.

Schedule: Click ATTEND Button to View Available Dates

This 30 minute private webinar for financial advisors demonstrates how StockOpter.com can be used to model employee stock option, restricted stock and company share diversification strategies and provide detailed tax and cash-flow information. StockOpter’s tax planning capabilities significantly reduce the time required to illustrate and compare the after-tax effects of various diversification strategies and develop actionable plans. In particular, StockOpter is ideal for modeling AMT, tax bracket maximization and exit strategies.