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Financial Planning for Corporate Executives

Session Speakers
Session Description

Why Attend

Corporate executives face a unique set of planning challenges. This workshop adresses many of these corporate executive specific issues, such as concentrated positions, net unrealized appreciation and employee stock options.  This program covers a range of techniques that help advisors manage or liquidate a concentrated stock position to meet client objectives. It includes a complete discussion of employee stock option fundamentals, sophisticated strategies, case studies and a useful framework to help establish the client's objectives and guide their strategies.  Additionally the training covers the requirements of using NUA and employs scenarios to illustrate the process.

Session details

  • Suggests strategies for matching solutions for concentrated stock positions with the needs of the client
  • Highlights the reasons stock option holders can greatly benefit form the advice and guidance of an advisor
  • Outlines strategies to help clients maximize the value of stock options and avoid investment concentration and tax consequence issues
  • Educates advisors on how to save significant tax dollars on the distribution of retirement plan assets
  • Addresses how to reposition the financial advisor as a wealth manager in the client's mind

 

Additional Information
CPE-2 hrs
Education Session
2h
Session Schedule