Please join us for our upcoming webinar
On Concentrated Stock Positions
Webinar participants will receive the following for free:
• Concentrated Stock Positions: A Sterling Advisor Guide
• A recording of the webinar
• The presentation slides
• Preferred access to a private consultation
• Our latest book, Billionaire Solutions, Tailored For Millionaires
If you are unable to attend the webinar, please request a recording below.
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In this webinar you’ll learn:
- What is a concentrated stock position
- How concentrated positions increase risk
- How concentrated positions reduce expected return
- Why people continue to hold concentrated positions
- Tax-efficient methods for diversifying out of concentrated positions
- How you can gather AUM by helping clients and prospects with concentrated positions