Receiving equity compensation or purchasing employee stock is an investment in the long-term success of your company. And last August, Rocket Companies' employees were rewarded for their investment when the organization issued an IPO. Going public can mean a sudden and significant windfall for you, but there are a number of considerations you need to be aware of when it comes to your stock options.
On Wednesday, March 10th, we held a webinar to discuss the wealth management implications of the recent Rocket Companies' IPO. Specifically, we covered:
- Your employee stock: when to sell, when to hold, and finding the right mix for your short- and long-term goals
- How to navigate the lock-up period and time your stock sale to maximize the benefits
- The tax implications of exercising your employee stock options and how to minimize the tax burden
- How an IPO can affect your financial planning — and how to avoid common post-IPO mistakes
ABOUT THE PRESENTER —Matthew Heckler, JD
Matthew Heckler, JD joined Telemus in August 2020 as Director of the Corporate Executive Services division. Matt brings almost fifteen years of experience providing comprehensive wealth management solutions to corporate executives and other wealthy families.
Prior to joining Telemus, Matt was a Principal at Cerity Partners, where he managed a wealth advisory team to deliver proactive holistic advice followed by white glove implementation. His clients rely on him to coordinate all aspects of their financial lives including tax planning, estate planning, risk management and insurance, investments, liquidity planning, employee benefits, healthcare, and retirement planning
Matt joined Telemus in August 2020 with almost fifteen years of experience providing comprehensive wealth management solutions to corporate executives and other wealthy families. His arrival marked the launch of our Corporate Executive Services division, which he will lead.