The Employee Stock Options Playbook
3 Weeks
·Cohort-based Course
Maximize your employee stock options, reduce your taxes, and design your ideal life.
The Employee Stock Options Playbook
3 Weeks
·Cohort-based Course
Maximize your employee stock options, reduce your taxes, and design your ideal life.
Course overview
Create a comprehensive stock option strategy in 2 weeks
Stop guessing on whether or not you're making the right decisions
Implement practical strategies with your stock options to achieve financial independence
Who is this course for
01
Startup employees anticipating an IPO, Direct Listing, or other liquidity event.
02
Tech professionals with stock option complexity
03
DIY investors with concentrated positions in their company stock
After taking this course you'll..
Create your stock options roadmap
You will be able to construct your own framework for exercising and selling your stock options so you can achieve your goals
Pay less in taxes
You will be able to analyze the tax treatment of stock options so you can minimize taxes and plan confidently
Maximize your equity grant
You will be able to interpret and apply the terms in an equity grant so you can make the most of your stock options
Leverage your stock options to attain your financial goals
You will be able to avoid the most common stock option mistakes so you can optimize your equity grant
The Employee Stock Options Playbook
See what people are saying
Leif Dreizler
Cristian Palma
Wadnes Castelly
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The Employee Stock Options Playbook
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 Employee Stock Options Playbook.
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 stock options, this course is for you.
Course syllabus
Week 1
Week 2
Week 3
Bonus
New Module
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The Employee Stock Options Playbook
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
Design your own personalized exercise and selling strategy to discover opportunities to be smarter with your money
Frequently Asked Questions
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The Employee Stock Options Playbook
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