Introduction to Equity Compensation & Past Presidents' Dinner
Join us Thursday, February 13th at West Chester Golf & Country Club for our Past Presidents' dinner
Welcome back past presidents and explore the role the Equity Compensation can play in Estate Planning.
As a writer, speaker & financial advisor Daniel Zajac, CFP®, EA is dedicated to educating the community about employee stock options, restricted units, and other forms of equity compensation planning.
When some of Daniel’s earliest financial planning clients needed help managing their equity compensation, he soon discovered a knack and a need for offering practical experience and plain-spoken advice on the subject to business owners and employees alike. He has been helping families ever since as they decide when and how to vest, exercise, hold, sell, and pay taxes on equity grants, while aligning their stock options and other equity compensation with their greater financial plans.
111 W. Ashbridge Street,
West Chester, PA 19380
