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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!

    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 and company stock holdings. The 2019 conference will occur on June 18 at Hilton San Francisco Airport Bayfront.


    In a fresh lineup of talks and panel sessions, leading industry experts will discuss many topics, including:

    - Trends of importance to advisors

    - 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


    Continuing education, including 8.0 CFP® credits, will be available


    Read about last year's sold-out conference at 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 


    Conference registration: $1,195

    Register now! Space is limited

    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.

     
    Register Now
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