Educational Webinars & Presentations

Re-Thinking Equity Compensation: Balancing Risk vs Reward & What You Can Do About It (8330535 / 8299004)

In this 30-minute webinar, I. M. Financial's Director of Advanced Planning, Andrew Lavoie, discusses workplace equity compensation from the perspective of managing risk, taxation, goals, and strategy.

• The psychology of equity compensation
• Understanding performance differences: Individual stocks vs. indices
• The concentration risk “multiplier”
• Tax implications of different equity types
• Strategic approaches to managing equity compensation
• How we can help