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Financial Planning for Public Company Executives & Directors
Financial Planning for Public Company Executives & Directors
myStockOptions.com CONFERENCE
Tue, June 18, 2019
THIS EVENT IS 100% FREE!

Interested in our 2020 conference? The 2020 event will start on the afternoon of June 15 and will continue all day on June 16. It will be held at the Hilton San Francisco Airport Bayfront, the location of last year's conference. Please contact us to be notified when further details of the 2020 event are available and when registration opens (editors@mystockoptions.com), expected in February 2020.


Our national financial-planning conference is a must-attend event for professionals working with or seeking to advise executives, directors, and high-net-worth employees who have stock compensation, company stock holdings, and nonqualified retirement plans. It offers continuing education, including CFP® credits. Financial-planning thought leader Michael Kitces included our event in his 20 Best Conferences For Financial Advisors To Choose From In 2020.


The 2019 conference was held on June 18 at the Hilton San Francisco Airport Bayfront. Leading industry experts discussed many topics, including:

- Trends of importance to advisors in stock and executive comp

- Tax, estate, and SEC-related planning challenges

- Methods for attracting and advising high-net-worth clients

- Case studies and examples of successful financial-planning strategies

- Special sessions on financial planning for clients at pre-IPO companies


CFP® professionals earned 8.0 CE credits. For a full report on the 2019 conference, see The myStockOptions Blog.


“Packed with information and lessons for advisors.” William Baldwin, Argent Wealth Management, Past National Chair of NAPFA


“The only conference addressing and focused solely on financial planning for executives and directors. My practice significantly changed as a result of the valuable information shared by industry leaders. Fellow planners and clients have since sought my input on executive comp.”

—Kent T. Hickey, Legacy Planning Partners 


Registration: Closed
All times are Pacific Time (unless otherwise specified)
Event Date
JUN
18
TUESDAY
Registration Closes
June 18, 2019 @ 8:00 am
Location
Address
Hilton San Francisco Airport Bayfront
600 Airport Boulevard
Burlingame, CA  USA
Selection Options
US Dollar
Member Conference Registration
Member Conference Registration
$ 1,195.00 

Register now for this special day of learning, CE credits, and peer networking.

 
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