PROTECTING YOUR MONEY WHILE MOURNING
This web seminar will last about 15 minutes and is designed to get you through the roughest period of your mourning. This is a time when you are feeling particularly vulnerable and having a hard time getting off the living room floor, much less having to make some financial decisions.
VIEW
FINDING AN ADVISOR YOU CAN TRUST
This seminar will last about 20 minutes. It will help you decide what kind of help to get and how to find it. It will outline questions to ask and guide you through some qualities you should look for if you have decided to work with a financial planner.
VIEW
SSARS - STOCK SETTLED APPRECIATION RIGHTS
Stock Settled Appreciation Rights (SSARs) are rapidly replacing stock options as an employee benefit. This 16 minute web-seminar will explain why that is happening, how they work and how you can best take advantage of this wonderful company benefit.
VIEW
MANAGING CONCENTRATED PORTFOLIOS, PART I - INSIDER TRADING
Martha Stewart is not the only one who has been nailed for non-compliance of SEC rule 10B5. It could happen to any insider who really does not understand the rules and how to comply with them. If you are an insider, this seminar will help you manage the company stock and/or options you own. This 7 minutes seminar will help you use rule 10b5-1 to comply with the insider sales rules and to diversity your portfolio.
VIEW
HOW TO AVOID THE ISO/AMT TAX TRAP ( abridged version)
Incentive Stock Options (ISOs) can be one of the most important benefits your company has given you. However, without proper planning, they also can be the cause of financial disaster because of the Alternative Minimum Tax trap This 8 minute presentation will introduce you to the AMT/ISO tax trap and show you how to avoid it.
VIEW
UNABRIDGED VERSION OF ISO/AMT TAX TRAP
This 30-minute presentation will go into more detail than our shorter version described above.
VIEW
PROTECTING YOUR MONEY WHILE MOURNING
This web seminar will last about 15 minutes and is designed to get you through the roughest period of your mourning. This is a time when you are feeling particularly vulnerable and having a hard time getting off the living room floor, much less having to make some financial decisions.
VIEW
FINDING AN ADVISOR YOU CAN TRUST
This seminar will last about 20 minutes. It will help you decide what kind of help to get and how to find it. It will outline questions to ask and guide you through some qualities you should look for if you have decided to work with a financial planner.
VIEW
SSARS - STOCK SETTLED APPRECIATION RIGHTS
Stock Settled Appreciation Rights (SSARs) are rapidly replacing stock options as an employee benefit. This 16 minute web-seminar will explain why that is happening, how they work and how you can best take advantage of this wonderful company benefit.
VIEW
MANAGING CONCENTRATED PORTFOLIOS, PART I - INSIDER TRADING
Martha Stewart is not the only one who has been nailed for non-compliance of SEC rule 10B5. It could happen to any insider who really does not understand the rules and how to comply with them. If you are an insider, this seminar will help you manage the company stock and/or options you own. This 7 minutes seminar will help you use rule 10b5-1 to comply with the insider sales rules and to diversity your portfolio.
VIEW
HOW TO AVOID THE ISO/AMT TAX TRAP ( abridged version)
Incentive Stock Options (ISOs) can be one of the most important benefits your company has given you. However, without proper planning, they also can be the cause of financial disaster because of the Alternative Minimum Tax trap This 8 minute presentation will introduce you to the AMT/ISO tax trap and show you how to avoid it.
VIEW
UNABRIDGED VERSION OF ISO/AMT TAX TRAP
This 30-minute presentation will go into more detail than our shorter version described above.
VIEW