Together, Sara and Nannette take you through real life case studies about what to do with your company stock compensation.
Nannette and Sara hope to…
- Help decode the alphabet soup of equity compensation (ESPPs, RSUs, ISOs, and NSOs)
- Provide a foundation to think about your stock compensation in the context of risk and taxes
- Review case studies to see financial planning for stock compensation in action
Cultivating Wealth has years of experience working with clients who receive company stock as part of their compensation, and first-hand knowledge of company stock plans at companies like Amazon, Google, IBM, Facebook, Peloton, etc.