Be smart about your stock options

Rating:
(
)
1h
Up to
people
Online via Zoom

No materials needed

Who’s this for?

Everyone

Prerequisite

None

Description

Stock options can be a crucial part of your compensation, so it pays to understand them. In this session, we will cover the key financial and tax considerations for all types of options at both private and public companies.

We’ll learn and apply the following concepts:

  • What are the types of equity compensation (ISOs, NSOs, RSUs, SARs)
  • When to exercise options at private and public companies
  • How to calculate exercise costs and taxes
  • What happens to options during a “liquidity event”
  • Why you should read your stock option plan and award documents
Smart Sister Finance

About

Smart Sister Finance

Bridget Jones is the Founding Sister of Smart Sister Finance and she believes strongly that through financial knowledge and conscious choices, you can reach any life goal. Bridget’s superpower is making complex concepts easy to understand and, in her classes and coaching sessions, she makes finance accessible, achievable and fun. Her tenacity and engaging style have helped clients make life-changing decisions about their money and their purpose.

Bridget was a Certified Public Accountant for 15 years and held executive level roles at Clif Bar & Company, Potbelly Sandwich Works and Whole Foods Market. She now uses her professional and personal experience to coach others on their finances. Boost your money confidence and unlock your life choices by attending a Smart Sister Finance session today.

Photo of Bridget Jones, founder of Smart Sister Finance


Read more

They've worked with people at

Fivetran
Motorola solutions
Exelon Foundation
Clif bar
Potbelly Sandwich Shop
Whole Foods Market

Ratings & reviews

Average rating:
(
)
No items found.

Upcoming dates

July

$
/seat
No scheduled sessions

Upcoming sessions

Next cohort will meet:
Wed, June 1, 10am PT
Wed, June 8, 10am PT
Wed, June 15, 10am PT
Wed, June 22, 10am PT
Register
Next cohort will meet:
Wed, June 1, 10am PT
Wed, June 8, 10am PT
Wed, June 15, 10am PT
Wed, June 22, 10am PT
Register
Thursday
,
Jul 28, 2022
9:00 am
PT
Register
Thursday
,
Jul 28, 2022
9:00 am
PT
Register
There are no sessions scheduled
Get notified
Email iconEmail iconEmail icon
(until
1
/
1
)
Email icon
Watch recording

Other workshops you might like