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April 16th. 6PM EST

Join Mark's April 16th Webcast

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Better Planning = More Choices

Financial WEBCAST WITH MARK SCHLAFER:
TURN YOUR Equity INTO OPPORTUNITY.

Hey there opportunists! I'll be sharing strategies to use equity benefits to help build the life you want - from buying your dream home and funding your children's education to pursuing financial freedom and planning for retirement.

SECURE YOUR SPOT BY FILLING OUT THE FORM

YOUR HOST

Mark Schlafer

Financial Advisor - Schlafer Wealth Management

Understanding Concentration Risk in Equity Compensation

Managing concentration risk isn’t about selling all your shares—it’s about making informed choices. If you have significant equity compensation, that’s a great position to be in. But smart investors know when to take some chips off the table.

In this April 16th Webcast you will learn:

  • How to align your equity compensation with your personal goals.

  • Smart strategies for managing, selling, or holding your shares.

  • Ways to minimize taxes and reduce risk while maximizing opportunity.

  • Whether you’re just starting to think about your long-term goals or you’re ready to take action, this session will give you the insights you need.


    Date & Time: April 16th, 6PM EST


    Register in the form above. You will receive a link to the event, and reminders.

    Let’s talk about how your equity compensation can help fund your future.

Got Questions about your stock options?

ATTEND THIS WEBCAST

🎯 Limited Spots Available


Date: April 16th, 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.