Equity Compensation
#WESTorg

Do you have any stock options? Do you know what restricted stock units are all about? Do you understand the tax implications of options, RSU’s, and vested stock? Do you want to understand how your equity compensation might (or might not!) help you build wealth?

Equity compensation can be a confusing topic. To unravel some of the mysteries, please join Judi Reed, Financial Advisor, and Robert Peretti, Equity Compensation Specialist, of Morgan Stanley, for a workshop to discuss the basics and the nuances that could impact you financially.

To understand equity compensation in a broader context, they will also discuss the importance of having a financial plan to help you achieve your personal goals as well as build wealth through your 401k plan and other investment vehicles.

  

Date and Time:  
April 24, 2019
6:00 - 8:00 PM

Agenda:  

6:00-6:30pm: Registration, mingling, and light dinner
6:30-7:15pm: Interactive presentation
7:15-8:00pm: Optional networking

 

Location:  
Alnylam Pharmaceuticals Cambridge, 300 Third Street, Bella A, Cambridge, MA 02142

We appreciate Alnylam Pharmaceuticals donating the use of their event space.

 

Cost:   
Members: $0; Non-Members: $5

 

Register