For many people, equity in their company is the most complex part of their financial life. It can have a significant impact on their ability to reach financial goals, and on their taxes. To make good decisions about your own situation, it’s important to understand the concepts and instruments at work.
Early Growth Financial Services welcomes Bini Lee, CFP®, Senior Financial Planner at Grove, who will share some steps you can take to successfully exercise your options, minimize your tax bill, and protect your money. Bini will cover a variety of equity topics including:
- Solidifying your financial goals
- Planning for taxes
- Exercising stock options
- Selling strategy, and more!
The webinar will conclude with a Q&A session to answer any questions you may have and will be recorded and shared with all registrants after the webinar is over.
Early Growth Financial Services
July 16th, 2019, 12:00 PM in Pacific Time (US and Canada)
This material presented in this webinar is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Any analysis or discussion of investments, sectors or the market generally are based on current information, including from public sources, that we consider reliable, but we do not represent that any research or the information provided is accurate or complete, and it should not be relied on as such. Our views and opinions expressed in any online content are current at the time of publication and are subject to change. Grove is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made.