CFP CE Webinar: Stock Options and RS/RSU Planning – Wealthbox CRM

recorded webinar

CFP CE Webinar: Stock Options and RS/RSU Planning

Join us for this CFP CE credit eligible webinar with Right Capital. Equity Compensation planning represents a great opportunity to differentiate your services and deliver more value to clients and prospects alike! Our webinar will highlight the following topics:

Basics of Options
Restricted Stock
Restricted Stock Unit
Tax treatments and planning opportunities
Financial planning examples
And more!

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