What are RSUs and ISOs and how do we use them? - Financial Skills for Engineers
Details
What you will learn:
You're an Engineer that likely has RSUs (Restricted Stock Units) or ISOs (Incentive Stock Options), but you may not know how to best manage the choices you have!
This workshop will help you discover the added dimension of proper tax balancing, the potential rewards of such a strategy, and how to integrate the concept into your own personal strategies.
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This workshop and sales presentation is designed to be informational in nature and is not intended to provide accounting, tax or legal advice. Neither Engineer's Financial Group LLC, nor New York Life Insurance Company, or its affiliates, provide accounting, tax or legal advice. Consult
with a professional adviser for advice and information in these areas.
Aaron Gose, ChFC® FSCP® RICP® WMCP®
Principal, Financial Adviser - Engineer's Financial Group LLC
CA License #4173190
10885 NE 4th St, Suite 1400, Bellevue, WA 98004
C 720-666-7442
T 720-664-5500
AGose@EngineersFG.com
EngineersFinancialGroup.com
What are RSUs and ISOs and how do we use them? - Financial Skills for Engineers