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DTSTART:20260423T150000Z
DTEND:20260423T154500Z
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SUMMARY:Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan
DESCRIPTION:Please join us for a live\, virtual Webinar\, "Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan." \n\n \nOverview: \n\nConcentrated 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.\n\nThis session will help you think more strategically about how that position fits into your broader financial plan.\n\nWhat We'll Cover:\n\n\n When a stock position becomes "too concentrated"\n The different types of risk involved\n Tax-aware strategies for diversification\n Planning approaches to help protect long-term flexibility\n Key questions to consider before making any decisions\n\n\nWho This Is For: \n\nThis webinar may be especially helpful if you:\n\n\n Hold a large position in a single stock\n Hold a portfolio of appreciated stocks or ETF's\n Receive equity compensation (RSUs\, options\, ESPP)\n Are approaching retirement or a liquidity event\n Want to align your investments with your long-term plan\n\n\nSpeaker: \n\nChristopher M. Kehoe\, CFA \, CEPA \n\nWealth Advisor & Director of Investment Research\n\n25+ years of experience working with high-net-worth individuals and multi-generational families\, including serving as CIO of a Family Office.\n\n \n\nIf you've built meaningful wealth in a single position\, this conversation can help you think more clearly about what comes next.
X-ALT-DESC;FMTTYPE=text/html:Please join us for a live\, virtual Webinar\, "\;Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan."\; \; \;
\n \;\nOverview: \;
\n\nConcentrated 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.
\n\nThis session will help you think more strategically about how that position fits into your broader financial plan.
\n\nWhat We&rsquo\;ll Cover:
\n\n\n - When a stock position becomes &ldquo\;too concentrated&rdquo\;
\n - The different types of risk involved
\n - Tax-aware strategies for diversification
\n - Planning approaches to help protect long-term flexibility
\n - Key questions to consider before making any decisions
\n
\n\nWho This Is For: \;
\n\nThis webinar may be especially helpful if you:
\n\n\n - Hold a large position in a single stock
\n - Hold a portfolio of appreciated stocks or ETF&rsquo\;s
\n - Receive equity compensation (RSUs\, options\, ESPP)
\n - Are approaching retirement or a liquidity event
\n - Want to align your investments with your long-term plan
\n
\n\nSpeaker: \;
\n\nChristopher M. Kehoe\, CFA®\;\, CEPA®\;
\nWealth Advisor &\; Director of Investment Research
\n\n25+ years of experience working with high-net-worth individuals and multi-generational families\, including serving as CIO of a Family Office.
\n\n \;
\n\nIf you&rsquo\;ve built meaningful wealth in a single position\, this conversation can help you think more clearly about what comes next.
\n
LOCATION:Virtual Webinar. Please click here to register.
UID:e.3611.11078
SEQUENCE:3
DTSTAMP:20260409T005748Z
URL:https://business.charlottecountychamber.org/events/details/concentrated-stock-solutions-turning-a-successful-position-into-a-strategic-plan-11078
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