This webinar (held June 15, 2022) is available on demand. (Click on the video screen above to open the registration form; if the screen is blank, please refresh the page to make it appear.) Registered attendees of the webinar get access to the webinar recording along with the detailed webinar presentation and handouts.

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.

Your clients with stock option grants, whether NQSOs or ISOs, face important wealth-building and tax-minimizing decisions about when to exercise their stock options. As part of our advanced series building on our flagship webinar Stock Compensation Bootcamp For Financial Advisors, this webinar focuses on stock option exercise strategies to serve clients effectively, build wealth, and prevent expensive mistakes. Volatile stock markets make the need for effective guidance even more important, as this webinar covers.

In 100 minutes, three leading financial experts provide practical info, guidance, and expertise for stock options in both public and private companies, including real-world case studies.

● Fundamentals of stock options, including a review of taxation and differences between grants at public and private companies
● Checklist of crucial features to understand about clients' grants to maximize value
● Info and documents advisors need to gather from clients
● Common mistakes clients make with stock options and how to prevent them
● Strategies for down and volatile markets
● Key decisions clients must make about stock options with the advisor's input
● NQSOs vs ISOs: which are better for your client?
● Decisionmaking approaches and process to financial planning with NQSOs, ISOs, and when have both
● Stock option exercise strategies that meet clients' key financial goals and risk tolerance and also minimize taxes
● Whether and how to set useful exercise targets based on price or other factors, and the need to implement a Rule 10b5-1 plan
● Case study: public company NQSOs, ISOs, and RSUs
● Case study: private company grants, and the transition to a public company

● Bill Dillhoefer, President and CEO, Net Worth Strategies
● Megan Gorman, Founder, Chequers Financial Management
● David Marsh, Case Manager, Financial Planning—Ameriprise Financial
● Bruce Brumberg (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 offers 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

About the Speakers

1653071413-7bbf0147ad5b4986 Bill Dillhoefer
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.

1653071428-21c89b75cb3d75cb Megan Gorman
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.

1653071444-f8cd36de47ebf26a David Marsh
Case Manager, Financial Planning, Ameriprise Financial

As part of Ameriprise Financials’ Advanced Advice team for 25 years, David collaborates with his firm’s advisors nationwide to develop sound, suitable financial-planning guidance for high-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, charitable giving, and retirement planning. David has been instrumental in developing and maintaining an in-house program for 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 was a panelist presenter at’s 2019 national conference Financial & Tax Planning Strategies for Stock Compensation as well as its 2021 webinar Stock Option Exercise Strategies: Advanced Bootcamp.

1653071456-66e623b30f7810f0 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. Bruce 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. He runs another website (, on nonqualified deferred comp), produced the Think Twice insider-trading-prevention videos (, and writes a popular blog at Bruce graduated from the University of Michigan and University of Virginia School of Law.

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