Presentation Scheduled for Wednesday, 1:15-3:25 pm
Anticipated CE: 2 CFP, 2 CIMA, 2 NASBA/CPE, 2 MN insurance
Managing the Complexities of Executive Compensation and Concentrated Stock Positions
Learn what you need to know to serve your corporate executive clients well. Understand the strategic connections between stock options, restricted shares, deferred compensation, and more. Explore techniques for optimizing tax and investment strategies to minimize your clients' risk while directing these powerful wealth building tools toward accomplishing your clients' objectives. Common results of that wealth building are large positions of concentrated stock. Learn the many ways to manage the risks and opportunities concentration presents for philanthropy, inter-generational wealth transfer, investment diversification, and even deliberate...and sometimes affordable...bets on significant upside.