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Advanced Personal Financial Planning Conference 2016


14 - Executive Decisions


Jan 18, 2016 3:00pm ‐ Jan 18, 2016 4:15pm

Description

Executive compensation in company stock and options can bring tremendous wealth, but making the most of these awards demands an active approach to managing the risk and to cultivating the opportunity of the natural tendency to over-concentrate in one stock. Attendees will understand:
• The tax, securities law and investment characteristics of all key forms of executive compensation
• The variety, and appropriate sequencing, of techniques for managing the concentration risk, including sales, gifts, charitable transfers and hedges
• The legitimacy of deliberate concentration and ways to optimize that opportunity

Speaker(s):

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