Live Webinar

August 26, 2026 | 1:00 PM Central

For many professionals, equity compensation can represent a significant portion of their wealth. Yet when restricted stock units (RSUs), stock options, or employee stock purchase plans (ESPPs) begin to vest, important financial decisions often follow.

In this educational webinar, financial advisors Matt Witter and Evan Goldfuss discuss how equity compensation can affect your financial picture and the planning considerations that may come with it. They will explore tax implications, diversification strategies, and ways to incorporate equity compensation into a broader financial plan.

Topics include:

Common forms of equity compensation, including RSUs, stock options, and ESPPs
Key decisions surrounding vesting, exercising, selling, and holding shares
Tax considerations and common mistakes investors may want to avoid
The risks of concentrated stock positions and the role of diversification
Ways to incorporate equity compensation into retirement, cash flow, and estate planning strategies
Real-world examples that illustrate common planning challenges and opportunities
How proactive planning can support long-term financial goals as equity compensation grows

While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $750,000 for retirement or have accumulated significant equity compensation through their employer. Our presenters typically speak with that audience in mind.

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