Advanced Series Webinar Recap: Stock Options

In this session, we explored different types of stock options, as well as how to take advantage of the corresponding reports to help your clients maximize their potential returns.

The presentation of the material in this video may be different than what you saw live, but the content is the same.

Jump ahead using the chapter timestamps shown below:

• Entering Information within the Facts 9:30
• Entering Stock Options under Investments 12:35
• Adding a Grant 21:00
• Reviewing the Ledger Report 44:51
• Reviewing Plans within Advanced Planning 53:58

Additional Resources:

• Stock Options FAQ
• Stock Options User Guide

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