Webinar | Owning Your Stock Options During a Career Transition

The Great Resignation is still underway. The markets are volatile. Valuations are dropping, and IPOs are delayed. It’s a dizzying time for startups – and your stock options, too. But now is not the time to give up on your equity. Quite the opposite. Now is the best time to put a plan together and make sure that you are prepared for an eventual IPO. That’s especially true if you’re thinking about changing jobs, which is when many end up forfeiting their stock options.

Hear from one of our CERTIFIED FINANCIAL PLANNER™ professionals about the key information you need to know ahead of exercising your stock options, especially if you’re making a career move soon, and how to make the most of your equity.

Chris Arnold is the Lead Financial Planner at Secfi. As an equity compensation and financial planning expert, he helps startup employees navigate the complexities of their stock options and incorporates one’s stock into their holistic financial picture. Prior to joining Secfi, Chris specialized in serving entrepreneurs and executives for their financial planning needs at one of the largest Registered Investment Advisers in the country. Chris enjoys simplifying the complex for startup employees so that they can enjoy the fruits of their hard work and feel confident with their financial future.

Owning your stock options during a career transition

In this session, you'll learn:

The importance of knowing your company's post-termination exercise window

The incentives of exercising ISOs before they convert to NSOs

The potential benefit of lower valuations when transitioning to new opportunities

Chris Arnold, lead Financial Planner at Secfi