Webinar Recap: Understanding Stock Options

In this week’s session, Understanding Stock Options we covered best practices and efficiencies surrounding stock option input and monitoring.

Topics Covered

  • Best Practices for Connecting Stock Options
  • Data Entry – Non-qualified and Restricted Stock Options
  • Stock Option Reports
  • Best Practices for Maintaining and Monitoring Stock Options

More Resources

Additional eMoney Training

Is there a specific eMoney product or feature you want to learn more about? We may have a live training workshop in your area or an upcoming training webinar that covers your questions! Check out our training schedule here. 

 

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Join us for the sixth annual eMoney Summit in Austin, Texas from October 14 to 16. Discover how forward-thinking advisors are getting to The Heart of AdviceSMthe core of what makes a truly exceptional client experience. You’ll leave the Summit with page after page of actionable strategies and eMoney best practices you can use to supercharge your office’s growth. Register Here!

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