Equity Compensation and Financial Wellness

Equity Compensation and Financial Wellness

June 06, 2018, 1:00 PM

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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?

Get 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.


  • Kurt Grunsfeld, CEP, HighTower
  • Adam Stein, Computershare 

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.