Thu, Jun 24, 2021 · 2:00 PM
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Founder, Chequers Financial Management
Megan Gorman is the founder and managing partner of Chequers Financial Management, a female-owned high-net-worth tax and financial-planning firm in San Francisco, California. Megan's clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning. Megan spent the first part of her career as a Vice-President at Ayco, A Goldman Sachs Company and BNY Mellon Wealth Management. She has a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law. She is a Senior Contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including The Wall Street Journal, The Washington Post, CNBC, and US News.
Case Manager, Financial Planning—Ameriprise Financial
As part of Ameriprise Financial’s Advanced Advice team for 25 years, David collaborates with his firm’s advisors nationwide to develop sound, suitable financial-planning guidance for their higher-net-worth clients with sophisticated circumstances, goals, and tax issues. He has practical experience with a wide range of financial-planning areas and techniques, including: executive/equity compensation, estate, income tax, and retirement planning. David was instrumental in developing and continues to make an in-house program available to Ameriprise Financial Advisors focused on equity compensation planning. David earned his BM from the University of Minnesota (Twin Cities) and his JD and LLM in tax law (Summa Cum Laude) from Mitchell Hamline School of Law (previously William Mitchell College of Law) in St. Paul MN. He also holds FINRA Series 7 and 63 licenses and was a panelist presenter at myStockOptions.com’s 2019 national conference, “Financial Planning for Public Company Executives and Directors,” on Financial & Tax Planning Strategies for Stock Compensation.
President and CEO, Net Worth Strategies
Net Worth Strategies provides equity compensation risk analysis and tax-planning programs for financial advisors. Bill has been with the firm since it was established in 2000 and became its CEO in 2018. The company's industry-acclaimed “StockOpter” applications help advisors to attract clients that receive company stock and options and to provide sophisticated diversification guidance. Bill has presented at numerous equity compensation industry and financial advisor events. He earned a BA in Economics from the University of Notre Dame and an MBA from the University of Southern California.