This webinar (held June 29, 2022) is available on demand (click on the video screen above to open the registration form). 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) are the most common type of employee 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. Volatile stock markets make the need for effective guidance even more important, as this webinar will cover.

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.

● Fundamentals of restricted stock and RSUs, including a review of taxation and differences between grants at public and private companies
● Ways to plan for the tax impact of the income spike at vesting
● Checklist of crucial features to understand about these grant to maximize their value
● Info and documents advisors need to gather from clients
● Strategies for down and volatile markets
● 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, including when clients have both stock options and RSUs
● Mistakes to avoid with these grants
● 3 real-world case studies: public company RSUs; combination of RSUs and stock options; private company’s transition to public

"Great webinar and very timely. Many of our clients are coming to us for RSU strategy planning right now."
—Austin Hon (CFP®), Founder & Wealth Advisor,
Momentum Private Wealth Management

● Meg Bartelt, CFP®, RLP®, Founder, Flow Financial Planning
● Chloé Moore, CFP®, Founder, Financial Staples
● Daniel Zajac, CFP®, EA, Managing Partner, Zajac Group
● Bruce Brumberg, JD (moderator), Editor-in-Chief and Co-Founder, myStockOptions

Detailed introductions to the panelists are below.

"The knowledge I gained from myStockOptions both as a premium member and from your webinars has made me stand out at work."
—Vincent Leonardo (EA), Tax Analyst, Intuit

The live webinar will offer 2.0 CE credit hours for:
● Certified Financial Planners (CFPs)
● CPWA/CIMA professionals (meets Taxes & Regulations requirement)
● Certified Equity Professionals (CEPs)
● Enrolled Agents (EA)

CE credits for CFP, CPWA/CIMA, and CEP will also be available via the webinar recording. EA credits are available only via the live webinar.

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 can't attend the live webinar, 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

Wed, Jun 29, 2022 · 2:00 PM Eastern Time (US & Canada) (GMT -4:00)
Cost: $169.00
Add to calendar

About the Speakers

1654115557-84660bbe68ba5643 Meg Bartelt, CFP®, RLP®
Founder, Flow Financial Planning LLC

Meg Bartelt, CFP®, RLP®, 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. The firm specializes in pre-IPO and IPO planning and not making people feel bad about their finances. 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, her family, and Julia the dog now live and wear fleece in Bellingham, WA.

1654028167-b3f22af5a1d4cbf2 Chloé Moore, CFP®
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

1654028169-63b465aa773ff5d7 Daniel Zajac, CFP®, EA
Managing Partner, Zajac Group

Daniel Zajac is a CFP® 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.

1654028279-8f057d30cd00b679 Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions

Bruce Brumberg has devoted most of his professional career to making complex legal and tax concepts understandable to people who do not enjoy reading the Internal Revenue Code and the securities laws. He is the editor-in-chief and a co-founder of, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. Bruce runs another website (, on nonqualified deferred comp) and writes a popular blog at He graduated from the University of Michigan and University of Virginia School of Law.