Stock Options, RSUs & ESPP: Smart Strategies for Tech Employees

This webinar will be recorded and sent to participants.

Stock options, RSUs, and ESPP often represent a large share of a tech employee’s wealth. While they can be powerful wealth-building tools, they also create concentration risk, tax complexity, and emotional decision-making challenges.

In this webinar, we break down how to manage equity compensation with a clear, disciplined framework. We’ll explain how stock options, RSUs, and ESPP are taxed, when selling early may actually reduce risk, and why waiting for long-term capital gains is not always the best strategy.

Using real-world examples from the tech industry, we’ll discuss practical diversification strategies, common mistakes to avoid, and advanced tools such as programmed sales, hedging, and borrowing against assets to avoid forced sales.

This session is designed for tech employees, founders, and executives who want to protect and grow their wealth while staying invested and tax-aware.

No sales of financial products, No B.S. just advice.