OBJECTIVE:

To help advisors understand how to get started serving clients with employee stock options, to generate new asset inflows and client referrals with a minimum of expense, risk, expertise and effort.

AGENDA:

• Overview of the Opportunity
• Stock Option Concepts
• Option Planning Case Study
• Resources

COST:

No charge.

SCHEDULE:

On special request only.

REGISTRATION:

Call 541-383-3899 to register.