Join us for an overview of the latest equity compensation trends with special focus on negotiating stock grants during a career transition.
Tue, Jul 7, 2020 12:00 PM - 12:45 PM EDT
Join us for an overview of the latest equity compensation trends with special focus on negotiating stock grants during a career transition. We will review the various forms of equity compensation and key financial planning considerations before changing jobs. Among the topics to be discussed:
- The need to assess current and new benefits during times of transition, with special consideration to your various equity grants,
- Major considerations when negotiating a new offer, and developing an action plan for a successful transition
- Understanding the role of equity compensation as part of your overall financial plan
Beata Dragovics is the founder of Freedom Trail Financial, an independent wealth management firm in Boston, MA. A woman-owned and-operated financial planning firm, Freedom Trail Financial works with biopharma and tech professionals, families, and women clients in the Boston, Massachusetts area, the heart of biotech.
As the principal and a financial advisor at Freedom Trail Financial, Beata is a continuous resource to her clients in times of change. She helps clients think differently about their future, clarify their goals, and see how financial planning can be in alignment with their personal values and lives
Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, www.finra.org/www.SIPC.org, Registered Investment Adviser. Financial Planning services offered through Freedom Trail Financial are separate and unrelated to Commonwealth. Fixed Insurance products and services offered by Freedom Trail Financial, LLC.
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