[Online Event] How to make the most money from my employer share plan


April 27, 2020


12:30 pm to 1:30 pm


On the interweb (details sent post-registration)




Class overview

In this session we deep dive into employer share plans and how you can maximise the amount of money you make from them. Through the session we’ll help you get on the front foot and build a clear game plan about what to do with your employer shares to maximise your asset growth, and understand the most painful (and risky) mistakes people make with their employer share plans so you can avoid them.

Employer share schemes can be a great way to accelerate your asset building and wealth creation, but if you don’t have the right strategy in place they lead to one surprise tax bill after another, a bunch of frustration, confusion, and stress, and worst case you can end up running a heap of extra risk, which can cause you to suffer money setbacks and mistakes.

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What you’ll learn

  • Overview and key considerations around:
    • Restricted Stock Unit (RSU) Plans;
    • Employer Share Purchase Plans (ESPP);
    • Employer Share Options Plans (ESOP)
  • Strategies to maximise your employer share plans
  • How to manage tax around your employer shares

About the instructor: Ben Nash

Ben is a Financial Adviser who founded Pivot Wealth to help people make smart money decisions and strike that balance between loving life now and setting up their ideal future. He believes that while money itself doesn’t make you happy, it will give you options and the freedom to pursue the things that WILL make you happy.

Taking action is the most powerful thing you can do when it comes to money, but first you need to know the rules of the game. As a self-confessed finance geek, Ben educates you about how to make the most of your money. In Ben’s workshops he draws on practical experiences from working with hundreds of young professionals to provide simple and tried and tested money strategies that actually work, delivered in an easy to understand way.

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Fill out the form below to book your spot on: April 27, 2020, 12:30 pm to 1:30 pm

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