Webinar on How to Own Your Employer's Stock

Date: 11/27/2018 12:30 PM EST

Host: Senior Partner Mark Cortazzo, CFP®, CIMA®

Guest Speaker: Partner Nick Spagnoletti, Jr., CFP®

Duration: 60 minutes

Teleconference Number:888-242-2942

Teleconference Code:9934844

Description: One common perk of working for a publicly traded company is the opportunity to earn and/or purchase company stock as part of your employee benefits package. While having stock privileges is a benefit, it is important to take a step back from that one stock and consider how to strategically incorporate it into your investment portfolio.

Join us for our webinar, “How to Own Your Employer’s Stock,” on Tuesday, November 27, 2018, at 12:30 p.m., as we discuss ways to maximize the benefits of your company stock’s positive performance and how to protect yourself from the negative impact of a downturn.

MACRO Consulting Group’s Senior Partner Mark Cortazzo, CFP®, CIMA® and Partner Nick Spagnoletti, Jr., CFP® will guide you through the overall financial and tax consequences of company stock exposure. We will provide you with strategies for integrating your company stock into your investment plan so that you can ensure your hard work pays off.

Disclosure: Advisory services are offered through MACRO Consulting Group, LLC, a registered investment adviser with the Securities and Exchange Commission. MACRO only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Read More