FEB 18th - 6PM EST

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Better Planning = More Choices

WEBINAR WITH MARK:
DON'T LET YOUR STOCK OPTIONS COST YOU THOUSANDS

Are you one of the many pharma and biotech professionals leaving money on the table with your equity compensation?

In just 25 minutes, discover how to turn your stock options into a powerful wealth-building tool. No complex jargon—just actionable strategies you can use immediately.

SECURE YOUR SPOT BY FILLING OUT THE FORM

Speaker

Mark Schlafer

Financial Advisor - Schlafer Wealth Management

Uninformed decisions about your equity compensation could cost you thousands.

Without the right strategy, taxes can eat away at your stock options and RSUs, leaving you with far less than you expected. But with the right planning, you can take control. Join me for this webinar, where I’ll break down key strategies to help you avoid common pitfalls, manage your taxable income, and make informed decisions.

Don’t let confusion or inaction derail your financial future—gain the knowledge you need to maximize your opportunities.

Why This Matters Now

  • Stock options are often the largest wealth-building opportunity in your compensation package

  • Many professionals unknowingly trigger unnecessary tax events

  • Market volatility makes smart execution strategies more critical than ever

In This Power-Packed Session,
You'll Learn:

  • The exact timeline for exercising options to minimize your tax burden

  • How to avoid the costliest mistakes other biotech professionals make

  • Strategic approaches to RSUs, NSOs, and ISOs that maximize your gains

  • Real-world case studies of successful option strategies in pharma/biotech

This Webinar Is Perfect For You If:

  • You have stock options but aren't 100% confident in your strategy

  • You want to ensure you're not overpaying in taxes

  • You're looking for clear, actionable advice—not theoretical concepts

  • You value your time and want concentrated, high-impact insights

Got Questions about your stock options?

ATTEND THIS WEBINAR

🎯 Limited Spots Available


Date: February 18th, 2025 at 6PM est
Duration: 25 minutes + optional Q&A

Don't wait until a costly mistake forces you to take action. Join industry professionals who are taking control of their equity compensation today.


Better planning leads to better opportunities—ensure yours don't slip away.

Disclosure / Use BrokerCheck to be informed about financial industry professionals.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA, SIPC.
Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Osaic Wealth, Inc. Form CRS

This communication is strictly intended for individuals residing in the states of
AZ, CA, CO, FL, GA, IL, IN, MA, MI, NC, NY, OH, PA, TX, VA, WI.

No offers may be made or accepted from any resident outside the specific state(s) referenced.

Investing involves risk. No investment strategy can guarantee a profit or protect against a loss.