Webinar: When Should I Exercise My Company Stock Options?

watching a webinar on laptop with coffee
Written by lbrown on March 4, 2021

Lisa Brown is joined by wealth advisors Tom Presley and Wesley Wood for a concise 30-minute presentation for anyone who has been granted stock options from their company.

  • What’s the best method to exercise my stock options – cashless sale or cashless hold?
  • How do I figure out the best stock price to pull the trigger?
  • Can I minimize taxes during these big income years?
  • What other financial planning issues do I need to consider with my stock options?

Watch Here