Date/Time
Date(s) - September 6, 2023
7:30 am - 9:00 am
Categories
Advising Clients with Equity Compensation
Presented by Michael D. Yoder, CFP, Principal
Yoder Wealth Management
You already know how options work and how they’re taxed – now how do you put this knowledge into practice? More importantly, how do you help clients overcome their emotional attachment to company stock and actually follow your advice? This session will cover all this and more, including advanced topics such as Qualified Small Business Stock, surprise state income tax traps, etc.
About the Speaker:
Michael Yoder has devoted most of his career to training advisors in the creation and delivery of high-quality financial advice. His leadership career began in 2001 when he became the Manager of Financial Planning for the San Francisco Bay Area for a major national firm. He eventually served as a Director within the firm’s Financial Planning and Advice department, promoting advanced wealth strategies and leading a national team of regional planning experts.
Michael left the firm in 2013 when he co-founded Yoder Wealth Management with Anat. He frequently writes about various retirement-focused financial issues, and he serves as a select group of volunteers in creating material for the CFP exam.
Michael has a BA in applied mathematics and music from UC Berkeley. He is a Certified Financial Planner and a Chartered Retirement Plans Specialist.