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Equity Compensation and Financial Wellness

June 06, 2018

4:00 – 5:30 pm, eastern time

How equity awards can be part of a financial wellness program for employees

Event Details

Wednesday, June 6, 2018
4:00 – 5:30 pm, eastern time [archive and transcript to follow]

Research indicates that providing financial wellness training and tools in the workplace is a key trend. Is your company in line with this trend and does it incorporate equity compensation into its financial wellness programs? This session will provide insight into how and why companies are taking a proactive approach to helping their employees save and prepare for retirement and how equity compensation can be incorporated into this objective. Learn how to help your employees maximize their benefits to prepare for their future and improve their overall financial health.

Featured panelist(s):
  • Kurt Grunsfeld, CEP, HighTower
  • Adam Stein, Computershare
Among other topics, this program will include:
  • What is financial wellness and why does it matter?
  • How companies can help employees achieve financial wellness with equity compensation
  • Recommendations for specific actions participants can take to move towards financial wellness
Continuing Education: This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.

How to access the webcast: Visit on the day of the program and click the link for the webcast. An archive and transcript will be posted after the live program. Please test your system in advance.

Cost: There is no charge for this program if you are a member of the NASPP for 2018. The webcast cost for non-members is $860.

Registration: Advanced registration is not required for NASPP members. Non-members can email or call (925) 685-9271 to register for the program.

If you can’t access the live program: If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an archive will be posted following the conclusion of the live program and a transcript will be posted in a few weeks.

About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.


P.O. Box 21639 Concord, CA 94521-0639 Telephone: (925) 685-9271 Fax: (925) 930-9284

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