WEBINAR
Thursday, October 9, 2025
2:00pm to 3:40pm ET (11:00am to 12:40pm PT)
Watch live or on demand
2.0 CE credits for CPE (live only), EA (live only), CFP, CPWA/CIMA, CEP/ECA, CFA

OVERVIEW
This lively webinar will feature two seasoned financial planners explaining actionable strategies and tips for equity comp planning from startup to a big liquidity event: IPO, acquisition, or tender offer. Advising clients on billions of dollars of public and private company stock, these advisors guide employees, executives, and founders through every company growth stage and with all types of equity comp.

With the IPO market making a strong comeback in 2025, learn practical ways to get your clients, with advisor guidance, to feel comfortable in making informed decisions to build their wealth and prevent mistakes following a potentially life-altering liquidity event. The advisor panelists will bring engaging real-world insights, client case studies, and practical tools with valuable takeaways.

TOPICS COVERED
● Strategies and pitfalls pre- and post‑liquidity
● Potential landmines in tender‑offer participation, IPO lockups, M&A scenarios, QSBS stock
● Common technical errors: mispriced 409(A) valuations, misclassified NQSOs vs. ISOs, double‑trigger-vesting mishaps, RSU IPO vesting
● Handling the emotional aftermath of liquidity events, including sudden-wealth syndrome and clients' expectations vs. post‑exit reality
● Portfolio-building and diversification strategies
● Trading plans for concentrated positions
● Exit-readiness checklist
● Sample workflow of six-to-twelve-month post-exit planning
● Client case studies involving the creation of financial independence and multi-generational wealth

PANELISTS
● AJ Ayers (CFP®, EA, CEP), Co-Founder, Brooklyn FI
● Shane Mason (CPA, CFP®, CPWA®), Co-Founder, Brooklyn FI
● moderator: Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions

Detailed introductions to the panelists are below.

"myStockOptions is my first go-to source for in-depth dives and unparalleled education." —Olga Mavrody, CPA

CAN'T MAKE THE LIVE WEBINAR? NO PROBLEM!
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 webinar recording and materials.

CE CREDITS
The live webinar will offer 2.0 CE credit for
● Certified Financial Planners (CFPs)
● CPWA/CIMA professionals
● CPE for CPAs
● Enrolled Agents (EA)
● Certified Equity Professionals (CEPs)
● Equity Compensation Associates (ECAs)
● CFAs (self-determined)

CE credits for CFP, CPWA/CIMA, CEP/ECA, and CFA 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

myStockOptions.com 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: www.nasbaregistry.org

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