Strategies for Concentrated Positions in Company Stock

Join us on June 28 for a webinar featuring insights and case studies from a panel of experts who manage concentrated stock holdings

Strategies for Concentrated Positions in Company Stock

Wealth in company stock has become increasingly concentrated and volatile as markets fluctuate and business conditions shift in uncertain times. Volatility, recession fears, and recent bank failures make it more important than ever to understand the wide range of strategies available for managing and preserving wealth in concentrated company stock positions.

Join us on June 28 for a webinar (110 minutes) in which experts at managing concentrated holdings in company stock will provide strategic insights, including case studies of real-world situations and outcomes:

– Valerie Gospodarek, Owner, VG Financial Consulting LLC
– Mark Leeds, Partner, Mayer Brown
– Marcel Quiroga, Founder and CEO, TQM Wealth Partners
– Brian Yolles, Founder and CEO, StockShield LLC

– Role of the financial advisor in explaining overconcentration risks and solutions, and in getting clients to take action
– Strategies to diversify, create liquidity, and/or protect stock in a tax-efficient way
– Basic strategies: sales, gifts, and charitable donations of stock
– Short-term strategies: protective puts, covered calls, collars, and forwards
– Long-term strategies: exchange funds and stock protection trusts, including new offerings
– Tax, legal, and SEC complexities, including how Rule 10b5-1 plans can be used
– Key features of each strategy
– Checklist to evaluate which approaches are best
– Case studies of actual client situations and outcomes

The webinar moderator will be Bruce Brumberg, the Editor-in-Chief and Co-Founder of myStockOptions.

Register now. Time/date conflict? No problem. All webinar registrants get access to the webinar recording, detailed presentation, and handouts.

Wednesday, June 28 ● 2pm–3:50pm ET, 11am–12:50pm PT
See the webinar registration page for a detailed agenda
2.0 CE hours for CFP, CPWA/CIMA, CPE (live webinar only), EA (live webinar only), and CEP/ECA