Group: San Jose (SJ1)

Zoom Meeting Link - https://us02web.zoom.us/j/83833194521

   Featured Speaker: Nayan Lapsiwala,

        Director of Wealth Management with Aspiriant

 Financial Planning Around Equity Compensation

Understand what kind of stock or options you’ve received, when they vest, and when and how they will be taxed. Once you determine that, you can figure out what your grant is worth and decide how the stock affects your financial plan.

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