How to Make the Most Money Out of Your Employer Share Plan

Online Campus

Online
Anywhere
Online

Past Locations for this Event

How to Make the Most Money Out of Your Employer Share Plan | Online

Online Campus

Online
Anywhere
Online

Past Locations for this Event

About this event

In this session we deep dive into employer share plans and how you can maximise the amount of money you make from them. Through the session we’ll help you get on the front foot and build a clear game plan about what to do with your employer shares to maximise your asset growth, and understand the most painful (and risky) mistakes people make with their employer share plans so you can avoid them.

Employer share schemes can be a great way to accelerate your asset building and wealth creation, but if you don’t have the right strategy in place they lead to one surprise tax bill after another, a bunch of frustration, confusion, and stress, and worst case you can end up running a heap of extra risk, which can cause you to suffer money setbacks and mistakes.

Takeaways

Overview and key considerations around:

  • Restricted Stock Unit (RSU) Plans
  • Employer Share Purchase Plans (ESPP)
  • Employer Share Options Plans (ESOP)
  • Strategies to maximise your employer share plans
  • How to manage tax around your employer shares

Prereqs & Preparation

PREPARATION FOR THIS SESSION

This is a session for beginners; no prior knowledge is required.


IMPORTANT UPDATE REGARDING COVID-19

We know that there is a lot of concern about the Coronavirus. The wellbeing of our students, clients, instructors, employees, and guests is our number one priority here at General Assembly. We have therefore moved our programming to a live online learning environment.

Please Note

  • This session is taken completely online.
  • You will need a computer and a strong internet connection.
  • Download Zoom. Zoom is the video conferencing tool we will use. It works a lot like Google Hangouts or Skype. You will need to create an account in order to join the call.
  • We will provide a link to the session via email 24 hours in advance - keep an eye on your inbox


Please contact sydney@generalassemb.ly or phone GA Sydney on (02) 8318 2912 if you have any questions, concerns or need assistance.

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