This seminar connects the dots between holding an equity benefit and actually realizing its value in dollar terms which is probably the most overlooked and potentially hazardous aspect of equity compensation. As industry veterans, we unravel and illuminate the crucial material your employees need.

Participants learn how to maximize trading executions and avoid costly mistakes when placing orders with a broker. By explaining market dynamics in simple, easy-to-grasp terms and helping employees understand how these conditions might affect your company stock at any given time, we help them become less susceptible to rapid stock price swings and resist the urge to overreact to short-term events.

Employees leave this seminar with a clear understanding of how their company stock trades and the potential forces that might effect it. Each participant will become familiar with key trading terms, information on how to place orders and what to expect when they do.

Combined with our Equity Plan Roll Out Seminar, Liquidation Strategies Workshop, or just as a stand-alone refresher, this seminar delivers information that could save thousands of dollars in trading execution costs for a few hundred employees or just one senior level shareholder.