Incentive Stock Options (ISOs) can be a valuable part of your compensation—but knowing when to exercise, hold, or sell can have significant financial and tax implications. Join Daniel Leitner, a Fiduciary Financial Advisor, for an educational webinar designed to help you better understand how ISOs work, the tax considerations that can accompany them, and strategies for incorporating stock options into your broader financial plan. We’ll explore exercise and sale decisions, diversification, and how thoughtful planning can help you turn equity compensation into an opportunity to pursue your long-term financial goals.

Date: Wednesday, September 23, 2026

Time: 11:30 AM CT / 12:30 PM ET

Reserve your complimentary spot today.