The Restricted Stock Units Bootcamp
Cohort-based Course
Leverage your RSUs to achieve your goals, pay less in taxes and build wealth faster.
The Restricted Stock Units Bootcamp
Cohort-based Course
Leverage your RSUs to achieve your goals, pay less in taxes and build wealth faster.
Course overview
Design a personalized RSU strategy in 2 days
Stop making ad hoc decisions with your RSUs
Start constructing a framework and create a tax efficient plan
Who is this course for
01
Tech employees with Restricted Stock Units
02
DIY investors with concentrated positions in their company stock
03
Startup employees anticipating an IPO, Direct Listing, or other liquidity event.
After taking this course you'll..
Create a personalized RSU strategy
You will be able to construct your own framework for holding vs. selling your RSUs so you can achieve your goals
Pay less in taxes
You will be able to analyze the tax treatment of RSUs so you can minimize taxes and plan with confidence
Leverage your RSUs to build wealth
You will be able to implement advanced financial planning strategies with your RSUs so you can build wealth faster
Maximize your RSU equity grant
You will be able to interpret and apply the terms in an equity grant so you can make the most of your RSUs
The Restricted Stock Units Bootcamp
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Cristian Palma
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The Restricted Stock Units Bootcamp
RSUs can be straightforward, but they can also present some level of nuance.
How do you know if you’re making the right decisions and being smart with your money?
Meet your instructor
Samuel Deane, President and CEO of Deane Wealth Management
Financial planning and long-term thinking enhances short-term decision making.
I run a private wealth management firm exclusively for Millennials in technology with stock-based compensation.
I've worked with clients from well-known companies, like Google, Meta, Spotify, Coinbase, Airbnb, Twilio and Etsy — to name a few. My expertise has allowed me to help clients pay less in taxes, take sabbaticals, pay off debt, and become financially independent.
I want to help more Millennials in tech build wealth and use equity compensation to live a life of fulfillment. And that's why I've created The Restricted Stock Units Bootcamp.
Over the years, I've deepened my expertise and have become a financial expert and a go-to resource for national media outlets. In addition to being named as Investopedia's Top 100 Most Influential Financial Advisors in the country, I've created content for top investing publications, like Morningstar. I have been featured in the Wall Street Journal, Forbes, CNBC, Investment News, and many more for my work with clients.
If you're a Millennial in tech with RSUs, this course is for you.
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The Restricted Stock Units Bootcamp
Course syllabus
01
How to interpret and apply the terms in your RSU grant
If you are not familiar with the terms for your RSU grant, you could leave money on the table. If you do, you can take full advantage of your equity grant. You will identify and connect the key terms in your RSU grant and incorporate them into your financial plan.
02
How to balance concentration vs. diversification
Most people think diversification is the key to building wealth, but actually concentration builds wealth and diversification protects it. How would you know when to sell? How would you know how much to sell vs. hold? You will compare risk vs. reward scenarios and determine the appropriate balance for your unique financial goals.
03
Break down and simplify the tax treatment of RSUs
If you do not make a plan for when your RSUs vest, you could be hit with a large surprise tax bill. If you do make a plan, you can pay less taxes and make the most of your money. You will analyze different tax strategies and use the tax code to your advantage.
04
Create your own RSU strategy
Taking a smart approach with your RSUs mean thinking about your whole financial picture and identifying the goals you have for your money. You will examine your financial goals and implement tax planning strategies to create your personalized RSU roadmap.
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The Restricted Stock Units Bootcamp
Learning is better with cohorts, expert feedback and unbiased personalized guidance
Active, not passive
This course focuses on live workshops and hands-on projects
Learn with a cohort of peers
You’ll be learning in public through breakout rooms and an engaged community
Grow your network
Surround yourself with like-minded people who want to grow alongside you
Go beyond the general information about equity compensation
Implement actionable advice to grow your wealth and achieve financial independence
Frequently Asked Questions
Can I get reimbursed by my company?
Can't I learn this for free or from the resources my employer provides?
How much access to Samuel will I get?
What is the course schedule?
What happens if I can't make a live session?
What’s the refund policy?
I have more questions. Who should I contact?
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The Restricted Stock Units Bootcamp
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