Executive Compensation Advanced Planning Strategies: Webinar, Part I

August 19, 2022 by Scott Oeth in Stock Options & Exec Plan, Home

Scott Oeth and John Nersesian, Head of Advisor Education at PIMCO and faculty at the University of Chicago Booth School of Business, discuss wealth strategies for executives who are receiving equity-based compensation (stock options, restricted stock units (RSU), concentrated stock positions, non-qualified deferred compensation (NQDC)).

Top 5 Financial Planning Challenges Facing Corporate Executives

March 26, 2019 by Scott Oeth in Stock Options & Exec Plan, Home

Corporate executives can face a lot of challenges when trying to decipher options and make decisions about their personal finances. Here are five common issues executives need to address with their personal finances—and ways to resolve those issues.