Stock Plans
Master the complexities of stock awards, ESPPs, and RSUs to leverage these benefits for your financial growth.
Topics Covered
Decoding Stock Awards and Their Tax Implications (Customized)
Your compensation package just got more exciting! This class will demystify company stock awards, unraveling their complexities and revealing the hidden opportunities within. Understand the tax implications, sales strategies, and harness the full potential of this powerful wealth-building benefit for a brighter financial future.
Navigating ESPPs: Smart Stock Strategies and Tax Insights (Customized)
When it comes to your Employee Stock Purchase Plan (ESPP), it's not just about stock purchases; it's about financial empowerment. Dive into the world of ESPPs with interactive exercises, grasp the terminology, and navigate the intricacies of your plan. Discover the tax ramifications of stock transactions and learn how to make savvy investment choices that align with your financial goals.
Understanding RSU and ESPP Plans (30 min)
In this engaging course, you will be led through the intricate landscape of Restricted Stock Units (RSUs) and Employee Stock Purchase Plan (ESPP).
What participants say
“All of my assumptions have been clarified and I'm confident I'm making the best financial decisions relating to ESPP.”
Not sure where to start, or which topics to offer when?
Our free 2027 Financial Wellness Planning Guide maps out a full year of financial education, month by month. Each month is matched to a national awareness month, with suggested courses.
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