Recorded: Wednesday, August 18th, 2021


Corporate executives represent a group with distinct characteristics, needs and goals - from breaking down benefits to managing taxes and risk, there is a lot to consider. Our financial planning and portfolio management team are here to walk you through how planning can help executives leverage their corporate and personal resources to better achieve their unique financial and personal goals. 


In this webinar, Jennifer Li, Geniffer Takacs, and Linda Ginder will cover: 

  • Goals for Executive Planning
  • Benefits for Executives - Types of Stock Options
  • Managing Taxes vs Investment Risk
  • Planning for Executive Benefits
  • Charitable Planning
  • How EP Can Help

Fill out the form to register for the live webinar!

A recording of this webinar will be sent to all registrants.

Gen and Jennifer



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