When

Wednesday February 22, 2017 at 1:00 PM EST
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Where

This is an online event. 
 

 
 

Contact

Beata Dragovics 
Freedom Trail Financial 
617-247-1112 
bdragovics@freedomtrailfinancial.com 
 

Incorporating Equity Compensation Into Your Overall Financial Plan 

Equity compensations trends within the life sciences industry are constantly evolving. Life science companies of all sizes are getting more aggressive and creative with their equity compensation plans in an effort to attract talent.

Over the past few years, there has been a distinct shift in the mix of cash versus equity compensation, including a move away from options and toward stock awards. These trends are particularly evident among small- and mid-cap companies, organizations that historically have awarded stock options as their primary form of equity compensation.

In this webinar, I provide 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.