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Equity compensation can be a powerful wealth-building tool, but RSUs, ESPP, ISOs, and company stock can also create confusing decisions around taxes, selling, holding, and concentration risk.

Join Kyler Nielsen, CFP®, for a practical webinar on how to bring structure to your equity compensation decisions.

You’ll learn a simple framework for thinking through key questions like:

“Should I sell or hold when shares vest?”“Am I too concentrated in company stock?”“Am I prepared for potential tax surprises?”

The goal is simple: help you make clearer, more consistent decisions with your stock compensation, instead of reacting every time stock vests, options become exercisable, or the market moves.