Please join us for a live, virtual Webinar, "Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan."  
 

Overview: 

Concentrated stock positions rarely start as a problem. They start as a success. Over time, however, a single holding can quietly grow into a significant portion of your wealth, introducing risks that may not always be obvious.

This session will help you think more strategically about how that position fits into your broader financial plan.

What We’ll Cover:

• When a stock position becomes “too concentrated”
• The different types of risk involved
• Tax-aware strategies for diversification
• Planning approaches to help protect long-term flexibility
• Key questions to consider before making any decisions

Who This Is For: 

This webinar may be especially helpful if you:

• Hold a large position in a single stock
• Hold a portfolio of appreciated stocks or ETF’s
• Receive equity compensation (RSUs, options, ESPP)
• Are approaching retirement or a liquidity event
• Want to align your investments with your long-term plan

Speaker: 

Christopher M. Kehoe, CFA^®, CEPA^®
Wealth Advisor & Director of Investment Research

25+ years of experience working with high-net-worth individuals and multi-generational families, including serving as CIO of a Family Office.

If you’ve built meaningful wealth in a single position, this conversation can help you think more clearly about what comes next.