This webinar (held May 18, 2023) is available on demand. For immediate streaming access to the recording, please register on this page. To receive a copy of the webinar slide deck and handouts, please contact us (

● To get the 2.0 CE credits for CFPs available with this webinar, please let us know when you have watched it and send us your CFP ID number.

● The webinar also offers 2.0 CE credits for CEP/ECA and CPWA/CIMA (both self-reported) and 1.5 for CFA (self-determined and self-reported).

For other on-demand webinars offering CE credits, see the myStockOptions Webinar Channel. There you can also find information on our upcoming live webinars, which in addition offer CPE and EA continuing education credits.

Restricted stock and restricted stock units (RSUs) are the most common type of employee equity compensation. This webinar delves into financial and tax planning for restricted stock/RSUs to effectively build wealth and prevent expensive mistakes. Volatile stock markets and widespread layoffs in the tech industry make the need for effective guidance more important than ever, as this webinar covers.

In 100 minutes, the webinar 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.

"The webinar was excellent and a great investment of my time."
—Clint Campbell (CFP®), Sageview Advisory Group

● 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
● Preparing clients for potential job loss or change
● 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
● Real-world case studies: public company RSUs; combination of RSUs and stock options; tax-loss harvesting with RSUs; private company’s transition to public; private company tender offer for RSUs

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

All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the detailed presentation slide deck and handouts. Therefore, even if you can't attend the live webinar, please still register, as you will receive access to the recording along with the presentation and handouts.

The live webinar will offer 2.0 CE credit hours for:
● Certified Financial Planners (CFP)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEP) and Equity Compensation Associates (ECA)
● Enrolled Agents (EA)
● CPE for CPAs

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

CPE Program level: Intermediate
CPE Prerequisite: Knowledge of stock compensation basics
CPE Advanced Prep: None
CPE Delivery Method: Group Internet-Based (webinar)
CPE Field Of Study: Taxes – Technical is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Questions? For further information, including administrative policies such as complaints and refunds, please contact the myStockOptions team at or 617-734-1979

Details About the Webinar

About the Speakers

1682982169-2e52bf0996828bce 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.

1682982194-f8806188b9d56acc 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

1682982138-bde06fdabd8f5c5a Daniel Zajac, CFP®, AIF®, CLU®, EA
Managing Partner, Zajac Group

As an award-winning writer, speaker, financial advisor, and Zajac Group managing partner, Daniel Zajac (CFP®, AIF®, CLU®) is dedicated to educating the community about employee stock options, restricted stock units, and other forms of equity compensation planning. At his firm, Daniel is also responsible for long-term strategic business planning, is actively involved in new business development, and is charged with leading strategic firm initiatives.

1682982127-71f1936d179292fe 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.

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