Benefits of Exercising Stock Options Early (Members Only)

Event Details

When is the best time to exercise stock options? Does it make sense for you to exercise early? And which variables should you consider when making this decision?

Stock options hold the promise of hefty ROI, but the related decisions and taxes can be unclear at best, or downright baffling at worst. For clarification around stock options and the benefits of exercising early, join this one-hour workshop with Nandi Gunning Hurley, Financial Advisor at Morgan Stanley, and Peter Szymanski, Founder at Silicon Valley Counsel.

Here are some of the topics we’ll cover:

• Incentive Stock Options (ISO) and Non-qualified Stock Options (NQSO)
• Access strategies and wealth transfer techniques
• The tax ramifications of each alternative

And much more!

Agenda

12:00 p.m. - 12:05 p.m. | Introduction

12:05 p.m. - 12:35 p.m. | Workshop

12:35 p.m. - 12:50 p.m. | Q&A

12:50 p.m. - 1:00 p.m. | Wrap up

Registration Required

Please note that this event is open to RocketSpace members only.