Equity awards come with great responsibility—tax obligations, broker account management, and financial health considerations. This interactive session will explore how to design a comprehensive education program that empowers employees to fully understand and appreciate their stock compensation. Learn how a multi-layered approach can enhance engagement with equity awards and foster greater financial wellness across your workforce.

KEY LEARNING POINTS:

  • Strategies for developing a multi-layered education program on equity awards.
  • How to boost employee appreciation of stock compensation and its long-term benefits.
  • Best practices for promoting financial wellness alongside equity plan education.
Speaker/Author

Jim Alden, Charles Schwab (US)
Carolina Ellerker, Google (US)
Eileen Nguyen, Google (US)
Daniel Roberts, Morgan Stanley at Work (US)
Derek Stephanian, Vialto Partners (US)

Event date
Monday, 28 Apr 2025, 16:00 - 17:00
Country
Breakout series
Location
Karlin 4
Field of Study
Specialized Knowledge
Level
O