CLOSE
Relax, we can help.
With so many features and functions, we fully understand that getting the software to do what you want can be daunting at times.
YIKES!
CHANGES SAVED
SESSION EXPIRED
We appreciate that your browser hung out with us for so long, but your session has expired! If you want to register, we need to refresh your connection. We limit session time to 30 minutes for your security and to free up unused registration slots for others.
SESSION EXPIRED
Your session on this page has expired. We expire your session to protect your information in case you sit on a page too long with no activity.
CREATE ACCOUNT
ACCOUNT TYPE:
Please enter your access code!
CREATE ACCOUNT
ACCOUNT TYPE:
CONTACT HOST
Primary Contact:
Matt Simon
SHARE
Overview
Conference Agenda
Speakers
Testimonials
About Us
Conference Sponsors
Register ▸
 
Financial Planning For Public Company Executives & Employees
Financial Planning For Public Company Executives & Employees
myStockOptions.com CONFERENCE
Mon, June 15, 2020 — Tue, June 16, 2020
THIS EVENT IS 100% FREE!

Because of the COVID-19 pandemic, the 2020 conference has been canceled. We may instead have online events on similar topics. Please email us at editors@mystockoptions.com to be kept informed.


Held first in 2018 and again in 2019, our conference is for advisors working with or seeking clients who are executives, directors, and high-net-worth employees with stock compensation, company stock holdings, and nonqualified retirement plans, at both public and pre-IPO companies. Industry thought leader Michael Kitces ranks our event in his 20 Best Conferences For Financial Advisors To Choose From In 2020.


Expert speaker topics have included:

– Case studies and examples of successful financial-planning strategies

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

– Tax, estate, and SEC-related planning challenges

– Strategies for concentrated stock, option exercises, and more

– Methods for attracting and advising these types of high-net-worth clients


For a full report on our 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 Dates
JUN
15
MONDAY
to
JUN
16
TUESDAY
Registration Closes
April 19, 2020 @ 8:00 am
Location
Address
Hilton San Francisco Airport Bayfront
600 Airport Boulevard
Burlingame, CA  USA
Summary Agenda
AGENDA
Monday, June 15
12:00 PM to 1:00 PM
Pre-Conference Stock Compensation Bootcamp: Registration
1:00 PM to 1:50 PM
Stock Comp Bootcamp: Insights From Compensation Pros
2:00 PM to 2:50 PM
Stock Comp Bootcamp: Stock Options & Restricted Stock/RSUs
2:50 PM to 3:10 PM
Refreshment & Networking Break
3:10 PM to 4:00 PM
Stock Comp Bootcamp: Taxation Of Stock Options & Restricted Stock/RSUs
4:10 PM to 5:00 PM
Stock Comp Bootcamp: ESPP Fundamentals & Taxation
5:10 PM to 5:30 PM
Stock Comp Bootcamp: Nonqualified Deferred Compensation
5:30 PM to 6:00 PM
Stock Comp Bootcamp: Important SEC Rules
6:00 PM to 7:30 PM
SPONSORSHIP OPPORTUNITY: POST-EVENT RECEPTION
Tuesday, June 16
8:00 AM to 8:50 AM
Registration & Light Breakfast
8:50 AM to 9:00 AM
Welcome & Introduction
9:00 AM to 9:50 AM
Advanced Financial Planning For Public Company Executives & Key Employees
10:00 AM to 10:50 AM
Advanced Financial Planning For Pre- And Post-IPO Company Executives & Key Employees
10:50 AM to 11:10 AM
Refreshment & Networking Break
11:10 AM to 12:00 PM
Divorce: What Happens To Equity Compensation & Company Stock?
12:00 PM to 1:00 PM
Lunch & Networking Break
1:10 PM to 2:00 PM
Stock Option Exercise Strategies
2:10 PM to 3:00 PM
BREAKOUT SESSION 1A: Strategies For Concentrated Stock
2:10 PM to 3:00 PM
BREAKOUT SESSION 1B: DNA Of A Successful Equity Comp Advisory Practice
3:00 PM to 3:20 PM
Refreshment & Networking Break
3:20 PM to 4:10 PM
BREAKOUT SESSION 2A: Employees' & Executives' Stock Comp Insights
3:20 PM to 4:10 PM
BREAKOUT SESSION 2B: Executive Recruiters On Stock Comp Packages
4:15 PM to 5:05 PM
Peer-To-Peer Roundtables On Planning For Executives & Key Employees
5:10 PM to 6:00 PM
Planning For M&A Deals And Private Equity Deals
6:00 PM to 7:30 PM
SPONSORSHIP OPPORTUNITY: POST-EVENT RECEPTION
Selection Options
US Dollar
Combined Attendance: Full-Day Conference & Pre-Conference Bootcamp
Combined Attendance: Full-Day Conference & Pre-Conference Bootcamp
$ 1,490.00 
Monday Jun 15, 2020 @  12:00:PM — Tuesday Jun 16, 2020 @  06:00:PM PDT

Make the most of our unique event: combined attendance at our full-day conference on June 16 and our pre-conference half-day Stock Compensation Bootcamp for Financial Advisors on June 15. Early-bird discount ($700 off) good through April 20.

 
Register Now
POWERED BY