Panelists:
Valerie Gospodarek, founder of VG Financial Consulting LLC
Aaron Staley, creator of website AMA Finance
Mark Leeds, a partner at law firm Mayer Brown
Bruce Brumberg (moderator), editor-in-chief of myStockOptions
In 100 lively minutes, this panel of experts in managing concentrated stock wealth will explain:
Role of the financial advisor in explaining overconcentration risks and solutions
Strategies to diversify and create liquidity and/or protect the stock in a tax-efficient way
Basic strategies: sales, gifts, and charitable donations of stock
Short-term strategies: protective puts, covered calls, collars, and forwards
Long-term strategies: exchange funds and stock protection trusts
Tax, legal, and SEC complexities, including how Rule 10b5-1 plans can be used