Is a sizeable portion of your compensation represented by an employee stock option plan? Or, perhaps you advise a client who does.
Before exercising these options, there is much to consider, such as vesting schedules, hedging, wealth transfers and tax implications.
In this seminar, presenters and financial advisors, Michael Fertig and Brandon Schwan, will analyze these critical considerations and aid you in identifying the various courses of action in order to maximize benefits.
The materials contained herein are meant for use of advisory clients through Fragasso Financial Advisors Inc and are not available through Private Client Services. Fragasso Financial Advisors Inc and Private Client services are unaffiliated entities.