Event Details

Smarter You Series – Equity Compensation

Date: June 26, 2020
Time: 12:30pm-2:00pm
Location:
Brio Office

 

If you’re one of the fortunate ones who has been offered stock options, purchase plans or some other type of equity-based compensation, this talk is for you. Learn all about what your particular type of compensation offers, the timing and tax implications of your windfall, and how to stay true to your investment principles from our founder and private wealth advisor, Brandon Miller, CFP, CLU, MS, ADPA, ChFC.

To join the call from your computer, tablet or smartphone click the link below:
https://global.gotomeeting.com/join/572584893

If you would like to dial in, use the number and code below:
Call In: +1 (872) 240-3412

Access Code: 572-584-893

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.