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Mon, Feb 05

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Zoom

Sitting on a pile of employer stock? What now?

Employee stock acquisition is a valuable benefit offered by many companies, but leaves employees with a lot of decisions to make. Good management of your employee stock position means having a plan to sell stock and diversify your portfolio.

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Sitting on a pile of employer stock? What now?
Sitting on a pile of employer stock? What now?

Time & Location

Feb 05, 2024, 7:00 PM – 8:00 PM PST

Zoom

Guests

About the Event

If you have a growing amount of employer stock, you need to make a plan for when to take action.

  • Recognize the dangers of being overinvested in your employer stock.
  • Evaluate the tax implications of changing investments.
  • Design a personal plan to diversify your portfolio.

Your stock management plan is part of a strong financial plan that will be essential to your financial health and long term wealth.

Lisa Duncan is an engineer, finance educator and author who wants everyone to have access to straightforward personal money management information. During her decades working for tech companies, Lisa enjoyed the benefits and heartaches of many employee stock plans, public and private, and wants to share her experience with you. 

Links to Lisa’s books, "Your Money in Your 20s" and "Your Money in Your 30s", can be found on her website www.lisaworldpeace.com.

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