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Equity Comp Master Class

9.7

(21 ratings)

·

9 Weeks

·

Cohort-based Course

Improve your value prop, hit Service-Market-Fit, and scale your RIA within the startup niche. (+14 CFP® CE hours)

Hosted by

Russell Kroeger, CFP®

Founder of Trayecto

Course overview

Become an Equity Comp Black Belt

Do better work for clients, in less time, with more confidence. What are you waiting for?

Who is this course for

01

Small RIAs looking to grow their business serving the tech community

02

Advisors who want to master the art and science of equity compensation

03

Equity Comp experts who want to expand their mastery

Key outcomes

Master the Fundamentals

Everything you need to know about RSUs, ISOs, NSOs, and Restricted Stock. Including the ripple effects of decisions for each equity type both within a tax year and across tax years.

Model Liquidity Events

Develop frameworks for IPOs, Direct Listings, and Tender Offers for any mix of equity types across a range of client objectives.

Risk-Free Reps

Get risk-free repetitions with in-depth case studies to more efficiently and effectively serve clients with equity comp complexity.

Human Capital Strategy

Be a better guide for clients during career trade-offs that impact human capital. Understand nuances of the startup world from fundraising and valuation to company building and liquidity.

9.7

(21 ratings)

See what people are saying

        Russell is my go-to expert on equity compensation. His knowledge and experience in both financial planning and tax give him the perfect background to provide detailed analysis and perspective on equity compensation. I couldn't recommend him more!
Natalie Taylor, CFP®, BFA™

Natalie Taylor, CFP®, BFA™

Financial Planner, FinTech Consultant & Speaker
        The training material and case studies were instrumental in getting a remote team of 5 CFP®s up to speed quickly on equity compensation complexities so we could work autonomously and asynchronously.
Michael Powsner, CPA, PFS, CFP®

Michael Powsner, CPA, PFS, CFP®

Founder
        With proper planning, equity compensation can change a family’s financial trajectory for generations to follow. Russell is one of the sharpest minds in the space and is a top resource for all things stock compensation.
Samuel Deane

Samuel Deane

Founder and CEO
        Having technical knowledge is like being able to make a good meal. To be a Michelin-starred chef, you also need to know how to present the meal, design a repeatable process, and do it all with confidence and flair. This course is a must take for anyone who wants to graduate from “knowing the rules” to being a recognized master in the space.
Joseph Kuo, CFP®

Joseph Kuo, CFP®

Founder
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Join an upcoming cohort

Equity Comp Master Class

Cohort 5

$1,000 USD

Dates

July 10 - Sep 8, 2023

Application Deadline

June 9, 2023

Cohort 6

$1,000 USD

Dates

Oct 9 - Dec 8, 2023

Application Deadline

Aug 1, 2023

Get reimbursed by your employer

Meet your instructor

Russell Kroeger, CFP®

Russell Kroeger, CFP®

Founder, Trayecto

Russell spent the last several years building a San Francisco-based RIA that serves the startup community. He has a decade of experience as a practitioner and works exclusively with with founders, early employees, and public company executives navigate work-life transitions, including over $800m in exits at companies like GitHub, Mulesoft, Slack, Roblox, Airbnb, Asana, Palantir, and Coinbase.


This course exists to help financial planners improve outcomes for their clients and grow their businesses by addressing needs specific to the startup community.

A pattern of wavy dots
Join an upcoming cohort

Equity Comp Master Class

Cohort 5

$1,000 USD

Dates

July 10 - Sep 8, 2023

Application Deadline

June 9, 2023

Cohort 6

$1,000 USD

Dates

Oct 9 - Dec 8, 2023

Application Deadline

Aug 1, 2023

Get reimbursed by your employer

$1,000 USD

9.7

(21)

·

9 Weeks

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