Design a personalized RSU strategy in 2 days

Leverage your RSUs to achieve your goals, pay less in taxes and build wealth faster.

Samuel Deane, CEO of Deane Wealth Management

with

Samuel Deane, CEO of Deane Wealth Management

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Stop making ad hoc decisions with your RSUs


Start constructing a framework and create a tax efficient plan

See what people are saying

        I started working with Samuel around the time my employer was getting acquired. Samuel helped me navigate my rapidly changing financial situation, and make it easy for me to understand the implication of holding vs. selling options, RSUs, and shares purchased through ESPP.
Leif Dreizler
Leif Dreizler
Engineer, Twilio
        I have worked with Samuel for a few years now regarding aligning my company stock with my personal and professional goals. Samuel has been an instrumental mentor, advisor, and educator throughout the entire process and makes equity compensation easy to understand and maximize.
Cristian Palma
Cristian Palma
Account Manager, Spotify
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Join an upcoming cohort

The Restricted Stock Units Bootcamp

Cohort 1
$249 USD
Dates
June 15 - 17, 2022
Payment Deadline
June 15, 2022

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


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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, CEO of Deane Wealth Management
Samuel Deane, 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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Join an upcoming cohort

The Restricted Stock Units Bootcamp

Cohort 1
$249 USD
Dates
June 15 - 17, 2022
Payment Deadline
June 15, 2022

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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Join an upcoming cohort

The Restricted Stock Units Bootcamp

Cohort 1
$249 USD
Dates
June 15 - 17, 2022
Payment Deadline
June 15, 2022

Learning is better with cohorts, expert feedback and unbiased personalized guidance

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

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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?
A pattern of wavy dots
Join an upcoming cohort

The Restricted Stock Units Bootcamp

Cohort 1
$249 USD
Dates
June 15 - 17, 2022
Payment Deadline
June 15, 2022

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Cost

$249 USD