Tips for Incorporating Equity Compensation into Your Overall Financial Plan
#WESTwealth

Today, more women are advancing to senior positions within the life sciences industry. Along with added responsibilities, senior executives usually receive stock options or other forms of equity compensation as part of their compensation packages.

In this program, financial advisor Beata Dragovics provides an overview of the various forms of equity compensation, along with current compensation trends within the life sciences industry. Attendees will learn how to optimize their equity compensation packages, with a particular focus on managing concentrated wealth. Other topics include the tax ramifications of exercising stock options, along with tactics for treating equity compensation as a vital piece of your overall financial plan.

Presenter

Beata Dragovics is the founder of Freedom Trail Financial, LLC, a boutique wealth management firm in Boston. She provides customized financial planning and investment management services, with a particular focus on clients who work within the life sciences industry.

Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency.

Date and Time:
January 19, 2017
12:00 - 1:30 PM

Agenda:

12:00-12:15pm: Registration and order lunch
12:15-1:00pm: Presentation and lunch
1:00-1:30pm: Optional networking/questions

Location:

Commonwealth Restaurant, 11 Broad Canal Way, Cambridge, MA, 02142

Cost:

Members: $25; Non-Members: $45

Lunch is included.

To Register

3-23-17: Negotiating Your Compensation Package: Financial Strategies for Professional Transitions

5-18-17: Tips for Maximizing the Value of Your Compensation and Benefits Package

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