This session explores the real-world challenges facing clients who receive equity compensation- from unpredictable market cycles to career transitions, liquidity constraints, and the emotional toll of the tech landscape. We’ll focus on the practical planning conversations that matter most: navigating tender offers and IPOs, managing concentrated stock positions, preparing for layoffs, and helping clients make confident decisions at every stage of their equity journey. Advisors will leave with a clear framework, fresh insights, and actionable strategies to better support equity-comp clients when the stakes feel highest.
Learning Objectives:
After attending this session, financial professionals will be able to:
1. Understand the most common real-world challenges faced by clients with equity compensation, including liquidity constraints, tax surprises, layoffs, and burnout, and learn how to proactively identify them in planning conversations.
2. Learn a practical framework for guiding clients through high-stakes decision points (such as tender offers, IPOs, and career transitions), helping them make grounded, confident choices in volatile and emotionally charged environments.
Connect with other financial services professionals, experts, and Thought leaders. Grow your network at Exchange.
