This webinar (held June 10, 2021) is available on demand. Registered attendees of the webinar receive links to the webinar recording and the webinar slide deck.

Didn't register for the live webinar? For streaming access to the webinar recording, please click on the video screen above and register with the form that pops up. Contact us ( to receive a copy of the webinar slide deck and handouts with your registration. If you would like the 2.0 CE credits for CFPs that are available with this webinar, please let us know when you have watched it and send us your CFP ID number so we can report the credits.

For other engaging on-demand webinars in stock comp topics, all of which offer CE credits for CFPs, CEPs, and CPWAs, see the myStockOptions Webinar Channel.

Restricted stock and restricted stock units (RSUs) have become the most common type of equity compensation. As part of our advanced series building on our flagship webinar Stock Compensation Bootcamp For Financial Advisors, this webinar focuses on financial and tax planning for restricted stock/RSUs to effectively build wealth and prevent expensive mistakes.

In 100 minutes, it features insights from a panel of three leading financial advisors, including real-world case studies, to provide practical info, guidance, and expertise for restricted stock/RSUs in both public and private companies. Topics covered include:

- Fundamentals of restricted stock and RSUs, including a review of taxation and differences between grants at public and private companies
- Checklist of crucial features to understand about these grant to maximize their value
- Info and documents advisors need to gather from clients
- Restricted stock/RSUs vs stock options: which is better to get?
- Key decisions clients must make about restricted stock/RSUs
- Approach/process to financial planning for these grants
- Mistakes to avoid with these grants
- Case study: a private company's transition to public
- Case study: grants of restricted stock or RSUs at a public company
- Case study: combination of RSUs and stock options

The webinar offers 2.0 CE credit hours for:
- Certified Financial Planners (CFPs)
- Certified Equity Professionals (CEPs)

All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the presentation slide deck. Therefore, even if you have a time conflict, please still register, as you will receive a link to the recording and presentation.

Questions? Please contact the myStockOptions team at 617-734-1979 or

Details About the Webinar

Thu, Jun 10, 2021 · 2:00 PM Eastern Time (US & Canada) (GMT -4:00)
Cost: $169.00
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About the Speakers

1620076571-3be2e6ddee7101b4 Meg Bartelt
Founder, Flow Financial Planning LLC

Meg Bartelt, CFP®, MS is the founder of Flow Financial Planning LLC, a fee-only, virtual financial-planning firm dedicated to women in their early-to-mid career in tech. Meg received a Bachelor's degree in Economics from Wellesley College and a Master's degree in Financial Planning from Golden Gate University. She is a Certified Financial Planner™ professional, a Registered Life Planner®, and a member of the Financial Planning Association and the XY Planning Network. The years before Flow featured a career change from tech, one wedding, two kids, and two cross-country moves. She and her family now live and wear fleece in Bellingham, WA.

1620076755-fdba5e9d6d1d351d Chloé Moore
Founder, Financial Staples

Chloé Moore, CFP®, is the Founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta, GA and serving clients nationwide. Her firm is dedicated to serving tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. Chloé believes that money is an emotional topic and it impacts many aspects of our lives. She enjoys helping clients unpack their money history and discover how they can use money to support a life that is most meaningful to them. You can learn more about her at

1622150073-07dc469548c90b7d Daniel Zajac
Managing Partner, Zajac Group

Daniel Zajac is a Certified Financial Planner™ Professional who has extensive experience working with high-net-worth clients who have equity compensation. Daniel is responsible for long-term strategic business planning, is actively involved in new business development, and is charged with leading strategic firm initiatives.