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| Stock Options Non-Qualified stock options, incentive stock options (ISO's), employee stock purchase plans, these programs can represent a significant piece of your financial future. This workshop is designed to increase your understanding of how to optimize the effectiveness of these unique benefits. Topics will include a leverage approach for various kinds of stock, tax-advantaged stock strategies, and coordinating company stock plans within your overall financial portfolio. Topics Include: • Stock Program Mechanics • The Macro Asset Perspective® • Planning Your Liquidation Strategies |
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