Making the Most of Your Equity Compensation

Recap Video

Are you wondering how to leverage your stock options, non-qualified stock options, and restricted stock units? It can be confusing to understand all the issues surrounding your equity compensation, not to mention how to manage it strategically and what to do next. In this conversation, financial planners Manisha Gupta and Anna Bell Gall of Austin Wealth Management will discuss:

• Equity compensation basics
• Key dates and terms
• Important considerations when deciding how to utilize equity comp for your personal financial planning and investing objectives

Austin Wealth Management is an independent financial planning company and Registered Investment Advisor in Austin, TX. An important disclaimer: this presentation references opinions and is for informational and educational purposes only. It is not intended to constitute legal, tax, accounting or investment advice. You should seek a duly licensed professional for individual advice based on your own situation, goals, needs, and risk tolerance.

This event is in person and at Spread & Co, parking is available onsite.

Austin Wealth Management is an independent financial planning company in Austin, TX. We serve as professional educators and advocates for the financial well-being of families in Texas and around the world. Our mission is to constantly improve the way financial advice is given so that people will make better decisions to improve their quality of life and sense of financial security.

We are advocates, not salespeople. We never stop learning. We listen to our clients. We welcome change. We believe in the power of integrity and honesty.

Interested in joining Austin Wealth Management's team? Check their careers page for a list of open positions.