Webinar: Got Equity Compensation?

Are you a high-performing executive or a successful professional with an equity compensation package?

Do you have questions about how to make the most of your stock options or how to minimize alternative minimum tax?

Many of our clients receive equity compensation packages that can be confusing to navigate. But these benefits are also a great tool for building wealth. We’ve found that understanding the details of your stock award is one of the best ways to maximize the opportunity and minimize the risk.

Join the Munroe Morrow team for this educational webinar where we discuss the most common types of equity compensation and how to incorporate it into your long-term wealth plan. You’ll hear about:

  • Incentive stock options
  • Non-qualified stock options
  • Restricted stock units
  • Concentrated equity positions
  • Alternative minimum tax

Register now to claim your spot!

About Jonathan and Kyle

Jonathan E. Coughlin, Private Wealth Advisor

Jonathan E. Coughlin is a Private Wealth Advisor with Munroe Morrow Wealth Management. Jonathan earned his Bachelor of Science degree at Peter T. Paul College of Business and Economics at the University of New Hampshire with a concentration in Finance. Since 2017, Jonathan has worked in the financial services industry and holds his Series 7 (held with LPL Financial), Series 66 (held with both Flagship Harbor Advisors and LPL Financial) and Insurance licenses.

Originally from Grafton, Massachusetts Jonathan has been a lifelong Patriots fan and enjoys all Boston sports. He enjoys spending time with his family boating on Cape Cod and vacationing in Vermont. Jonathan is an avid snowboarder, skateboarder and golfer, finding time to get out and enjoy the outdoors whenever possible.

Kyle Hurley, CPA, Private Wealth Advisor

Kyle Hurley is a Private Wealth Advisor with Munroe Morrow Wealth Management. Kyle is a Certified Public Accountant in the state of Massachusetts. He joins the team after three years at Ernst & Young, where he performed auditing services for both public and private companies. Kyle attended the University of New Hampshire where he graduated Magna Cum Laude with a concentration in Accounting and Finance from the Peter T. Paul College of Business and Economics.

Originally from Mansfield, Kyle enjoys spending time with his family, traveling, and playing golf and hockey.