In this session, you'll learn:

01

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

02

The incentives of exercising ISOs before they convert to NSOs

03

The potential benefit of lower valuations when transitioning to new opportunities

MEET THE EXPERT

Chris Arnold, lead Financial Planner at Secfi

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.