This interactive seminar covers key aspects of your new incentive plan. We actively engage your employee shareholders so they understand their responsibilities as plan participants and how to get the most out of this important company benefit.

We explain the entire equity compensation process, including requirements for participation, mechanics of exercising the options, tax implications, risk and reward profiles and basic planning criteria for long term ownership and diversification.

By allowing the employees to ask questions along the way, we help them build a list of action items that will aid them in making important decisions about exercising, tax planning, charitable giving, diversification and liquidity.

This session, coupled with our Trading and the Capital Markets Seminar, equips your internal shareholders with the tools necessary they need to make informed decisions about their equity plan and teaches them the best way to unlock the underlying value of this benefit.