Equity Comp Masterclass

Join us for our 2024 Equity Comp Masterclass webinar series. Watch live or on demand. Earn a certificate showing you are myStockOptions Educated!

You can register for the whole masterclass series of three webinars (including certificate) at a special package price ($395) or for any of the individual webinars, listed below:

Part 1: Stock Options ($149)
Held on May 2 NOW AVAILABLE ON DEMAND
1.0 CE credit for CFP, CPE, EA, CPWA/CIMA, and CEP/ECA

Part 2: Restricted Stock/RSUs & ESPPs ($149)
May 22 (1pm to 2pm ET, 10am to 11am PT)
1.0 CE credit for CFP, CPE, EA, CPWA/CIMA, and CEP/ECA

Part 3: Best Ideas From Top Advisors ($189)
June 12 (1pm to 2:40pm ET, 10am to 11:40am PT)
2.0 CE credits for CFP, CPE, EA, CPWA/CIMA, and CEP/ECA

Whether you are new to stock comp or want to sharpen your knowledge, these webinars will provide practical info and insights to maximize your success.

Parts 1 and 2 will cover essential topics (including taxation) and feature plentiful examples. These two 60-minute webinars
will be presented by Bruce Brumberg (JD), the editor-in-chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a highly respected expert who explains these topics in a practical, memorable, and engaging way.

Part 3 will bring together all the fundamentals and taxation. The webinar will feature leading financial advisors actively working with clients who have equity compensation. They will provide their top tips and case studies. Panelists:

Megan Gorman (JD), Founder, Chequers Financial Management
Chloé Moore (CFP®), Founder, Financial Staples
Danika Waddell (CFP®, RLP®, CSLP®), Founder, Xena Financial Planning
Daniel Zajac (CFP®, EA), Managing Partner, Zajac Group
Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions (moderator)

Time/date conflict for live webinars? No problem! All registrants get access to the webinar recordings, detailed slide decks, checklists, and handouts.