Please register for Hedging and Tax Issues for Stockholders on Oct 2, 2014 10:00 AM PDT at:  

https://attendee.gotowebinar.com/register/484745351180911106

In partnership with 21st Securities we are presenting our first in a series of webinars to help High-Net-Worth investors who have complex hedging and tax needs who have received compensation from their employer in the form of company stock including: 
 

· Non Qualified Options 
· Incentive Stock Options 
· Restricted Stock Units 
· Other forms of Executive Compensation 
· Liquidity Event (i.e. the sale, merger, or IPO of their company) .

The introductory presentation will focus on: 

· How to begin the planning process for these positions? 
· How to reduce the risk of the concentrated position during the holding period? 
· How to plan for an efficient customized exit strategy based on each client’s specific fact pattern and goals? 

After registering, you will receive a confirmation email containing information about joining the webinar.