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Restricted Stock Units (RSUs)
HEALTH TALK SESSION
Employee benefits may include financial perks like grants for company shares called restricted stock units (RSUs). These shares have no value until the vesting period is complete, which varies by organization. In this session, we’ll follow a case study tracing an employee’s RSU lifecycle—from grant to vesting to sale. Learn about RSU attributes, vesting plans, and distribution schedules to make informed decisions before accepting RSUs. Bring your questions about tax considerations and consequences, and leave with effective share-selling strategies.
Participants will explore:
-The lifecycle of RSUs: grant, vesting, and sale
-Different vesting plans and distribution schedules
-Tax implications and strategies for managing RSUs
-Best practices for maximizing financial benefits
Gain clarity and confidence in navigating your employee stock options.
WHAT TO EXPECT
Your Client Success Coordinator will connect with you and take you step-by-step to ensure the subject matter and content aligns with your wellbeing goals. Your booked session includes an outline for employees to review ahead of time. Plus, we help with the marketing efforts. You'll receive marketing assets to help engage your staff, and promote your session. All virtual sessions are delivered via Zoom, and we help track utilization to ensure you’re getting the best ROI.
CUSTOMIZATION
Is this session not quite what you’re looking for? No problem. Our lineup of Pros have the experience, knowledge, and expertise to help cover a wide range of topics. We can help customize your session to the needs of your diverse staff. Looking for a more in-depth session? Make it a series! Sessions can be customized and extended to help cover important topics that require a deeper understanding.
ABOUT OUR PROS
All our wellbeing speakers and instructors, or Pros, are the highest qualified experts in their field. Rest assured that we’ve taken the necessary steps to ensure that your Pro is certified and vetted to cover the selected session.
CANCELLATION & RESCHEDULING POLICIES
For any Health Talk, Fitness Class or Team Building event any date changes within fifteen (15) days will result in a 50% rescheduling fee.