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Executive Compensation: Planning Strategies Overview

Topic

Professional Conduct and Regulation

Program ID

266743

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

Executive compensation plans are used to help attract, retain and motivate key employees. Participation in these plans—including stock options, restricted stock, deferred compensation and employee stock purchase plans—help senior executives accumulate significant personal wealth. This discussion educates advisors on the unique characteristics of some of the more common forms of executive compensation.

Learning Objectives

• Review appropriate strategies for clients with employee stock options • Develop a comprehensive planning process around concentration risk • Identify practices to help attract and market to C-Suite executives