Do you receive Restricted Stock Units (RSUs) from your employer? Are you a little squishy on how they work? When and how you’ll get how much money? When do you pay taxes, and how much? Do you think they might maybe be the same as stock options? (Spoiler: They’re not.)

RSUs have become the most common way for public tech companies to give their employees stock compensation. They are now much more common than stock options, which were the standard back in Ye Olden Days of the late 1990s and early 2000s. Even some private companies now issue RSUs (Uber, anyone?).

Problem is, most people don’t understand how RSUs work. RSUs can be a delightfully simple, straightforward way to strengthen your finances and benefit from gains in your company stock, without taking any risk.

But if you don’t understand them, you can end up taking on more risk than you need to, losing money that you didn’t need to, and simply squandering an opportunity to leapfrog closer to your life’s goals.

Join us for this webinar and you will walk away understanding your RSUs well enough to make the right decisions for you.

Meg Bartelt, CFP(r), MSFP

Meg Bartelt, CFP®, MS, is the founder of Flow Financial Planning, LLC, a virtual, fee-only financial planning practice that specializes in helping women in tech cultivate financial and professional strength.

With multiple goals, stock options and RSUs, complicated taxes, and so on, personal finance can easily overwhelm even the smartest, most organized person. Meg helps her clients clarify their goals and priorities, cultivate professional connections, understand how their finances work, and be more confident that they're doing the right thing with their money and opportunities.

The years before Flow featured a career as a technical writer in the Bay Area, one marriage, 2 kids, 2 cross-country moves, and work in two fee-only financial advisory firms in Southeastern Virginia. She and her family now live and wear fleece in Bellingham, WA. ("I can see Canada from my front porch!")

Aletta Tibbetts, EA

Aletta Tibbetts runs Eos Financial Planning LLC, a fee-only financial and tax planning firm in the Boston area specializing in clients with careers in science and engineering.

Working with clients at companies across the growth stages, from startup to large public company, Aletta loves to dig in to the varied types of compensation granted to employees and take a holistic approach to evaluate and optimize the clients’ financial plan. By collaboratively articulating goals, motivations, and concerns, she helps clients effectively manage their tax exposure while achieving the right balance of risk and return for their situation. A key to maintaining this balance is helping clients understand not only what they should be doing, but why, through an emphasis on client education.

Prior to opening EosFP Aletta went to grad school for Astrophysics then worked as a TPM at a tech company. Most of the past 20 years she’s oscillated around Kendall Square in Cambridge. Today she lives a little ways out Mass Ave with her husband and two highly energetic sons.

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