Demystify the financial planning for employee participation with two webinars in June from, the leading provider of equity compensation resources, is hosting two webinars in June that will provide key tips on financial and tax planning.

Employee share compensation is booming. The stock markets are booming; Companies find rejuvenated value when they provide equity to their employees; and these employees are becoming more and more convenient with stock investments through online trading apps. All of this means that the need for financial planning advice is booming, especially for employees who have stock options, restricted stocks, restricted stock units and other forms of stock compensation., the leading provider of online educational resources on stock compensation, is hosting two webinars in June that will provide both employees and their financial advisors with essential guidance on financial and tax planning for equity and related ownership interests.

Registration for these lively, insightful events, which are described below, is now open. Each has a panel of experienced financial advisors with years of experience and expertise in these planning areas.

Limited Stock and RSU Financial Planning: Extended Bootcamp
June 10, 2021
2:00 p.m. – 3:40 p.m. ET, 11:00 a.m. – 12:40 p.m. PT

– Meg Bartelt, Flow Financial Planning
– Chloe Moore, Financial Staples
– Daniel Zajac, Zajac group
– Bruce Brumberg (moderator), editor-in-chief of myStockOptions

With hands-on insights and real-world case studies, this 100-minute webinar explains effective ways to finance and tax planning for Restricted Inventory / RSUs.

“Restricted stock and restricted stock units (RSUs) have become the most common form of stock compensation,” said webinar host Bruce Brumberg, editor-in-chief of myStockOptions. “Employees and their advisors need to understand the planning techniques for these grants, which are not as easy to manage as they may seem.”

Stock Options Exercise Strategies: Advanced Bootcamp
June 24, 2021
2:00 p.m. – 3:40 p.m. ET, 11:00 a.m. – 12:40 p.m. PT

– Megan Gorman, Checkers Financial Management
– David Marsh, Ameriprise Financial
– Bill Dillhöfer, Wealth Strategies
– Bruce Brumberg (moderator), editor-in-chief of myStockOptions

In 100 minutes, this webinar features insights from a panel of three leading financial advisors, including real-world case studies, to provide practical information, guidance and expertise on stock options in public and private companies.

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“Employees with stock option awards face important decisions about when to exercise their stock options,” notes Brumberg. “This webinar focuses on strategies for exercising stock options to build wealth and avoid costly mistakes.”

Valuable training points

Each webinar offers 2.0 CE credit hours for:

– Certified Financial Planners (CFPs)
– Certified Equity Professionals (CEPs)
– Investments and Wealth Institute CPWA and CIMA certifications

Registration for these special webinars is now possible.

Disclaimer: The news site hosting this press release is not affiliated with It is merely the publication of a company’s press release without express or tacit endorsement for the information, product, or service. Please contact a tax attorney or CPA for tax advice.


With award-winning content and tools, is an independent and unbiased source of expertise on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights and employee stock purchase plans. We specialize in making complex stock compensation topics clearly understandable and assignable, in simple English and with an appealing style. Our audience includes:

– Participants in the share plan
– Financial planners, investment advisors, and CPAs
– Professionals in stock plan administration, human resources, compensation and finance
– Lawyers, business consultants and other members of the legal staff

In addition to individual memberships, we also offer company services.

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