Option Strategies for Concentrated Stoc

Summary: Many advisors have clients with concentrated stock positions that pose risk to their financial wellbeing. Knowing how to navigate these conversations and bring the right solution to clients can improve outcomes help advisors differentiate and grow their practice. Options can be a potential solution for clients that require risk management and are also tax sensitive. This course focuses on applying option strategies to concentrated stock positions. It will emphasize the benefits and tradeoffs of different strategies and how they impact client outcomes.