March 18th - 6PM EST

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Better Planning = More Choices

WEBCAST WITH MARK:
Know When to Hold ’Em, Know When to Fold ’Em: Understanding Concentration Risk in Equity Compensation

If you’ve ever played poker, you know that holding onto the wrong hand for too long can cost you. The same is true with your equity compensation.

When too much of your net worth is tied to one company—especially the one signing your paycheck—you’re taking on what’s called concentration risk. It’s a risk that’s easy to overlook, especially when things are going well.

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 the Webcast you will learn:

  • Understanding Your Equity Compensation

  • Employee Stock Purchase Plans (ESPPs)

  • The Hidden Danger of Concentration Risk

  • Great Companies Don’t Always Stay on Top

Got Questions about your stock options?

ATTEND THIS WEBINAR

🎯 Limited Spots Available


Date: March 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.

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA, SIPC.
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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.