Join Blake Cisneros and learn what it takes to sell your home in today¿s rapidly evolving housing market. In this 2-hour course, Blake will share how one can prepare a home for sale, the pros and cons of hiring a real estate agent and how to sell for the highest price in the least amount of time.
Learn about the different Medicare options in this seminar. We will discuss Medicare Part A & B as well as Medicare advantage health plans, prescription drug health plans, supplemental insurance and more!
Retirement Strategies 101 is a multiple day, all-inclusive, retirement course that is useful for workers at all stages of their career. Regardless of age, you can learn how to create a financial plan that helps you prepare for retirement and make the most of your retirement dollars. Will you be able to retire early? How long must your money last? What strategies can you use to save money on your taxes?...
Do you hold significant wealth in your company's stock through equity compensation like stock options or Restricted Stock Units (RSUs)? Such concentration, while potentially valuable, exposes your portfolio to substantial single-stock risk. This course explores practical strategies to manage this risk, including a detailed look at how a "costless collar" hedging technique can protect your holdings. We will also clarify the key features and differences between Incentive Stock Options (ISOs), Non-qualified Stock Options (NSOs), and Restricted Stock Units (RSUs). Crucially, you'll gain essential knowledge on the tax implications associated with receiving, exercising, selling, and hedging these forms of compensation.