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The Employee Stock Options Playbook

1.5 Weeks

·

Cohort-based Course

Maximize your employee stock options, reduce your taxes, and design your ideal life.

Hosted by

Samuel Deane, CEO of Deane Wealth Management

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

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 at 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 the equity compensation and stock options process easy to understand and implement.
Cristian Palma

Cristian Palma

Account Manager, Spotify
        When I first pivoted to tech and received my employee stock options, I was nervous because I wasn’t confident in my ability to leverage them. Sam helped me make sense of managing my employee stock options and has helped me create a plan to reach my financial and, more importantly, life goals.
Wadnes Castelly

Wadnes Castelly

Global Product Marketing, TikTok
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The Employee Stock Options Playbook

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 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

01

How to interpret the terms in an equity grant

If you don't understand how your stock options are structured, you will leave money on the table. If you do, you can take full advantage of your equity grant. You will identify and define the key terms in your stock option grant and apply it to your unique financial life.

02

Analyze and evaluate tax treatment of stock options

Most people think the Alternative Minimum Tax aka AMT is a bad thing, but actually AMT credit can be used to offset taxes in future years. You will break down how stock options are taxed and create a tax efficient strategy to exercise and sell your stock options.

03

Avoid the most common stock option mistakes

Navigating the world of stock options can be complex and nuanced. How do you know if you're being smart with your money? You will discover and discuss common stock option mistakes to avoid so you can maximize your equity grant.

04

Construct your own stock options strategy

Taking a smart approach to stock options involves thinking about your whole financial picture and identifying the goals you have for your money. You will examine your own financial situation so you can create a comprehensive strategy specific to your goals.

05

Special guests workshop

At the end of the course, we'll have dedicated time with special guests to discuss anything you'd like!

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The Employee Stock Options Playbook

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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Design your own personalized exercise and selling strategy to discover opportunities to be smarter with your money

Frequently Asked Questions

Can I get reimbursed by my company?
Can't I learn this for free on YouTube or by reading a book?
How much access to Samuel will I get?
What is the course schedule?
What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
What’s the refund policy?
I have more questions. Who should I contact?
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The Employee Stock Options Playbook

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