Selecting the Right Broker for Your Equity Plan

Your company’s designated broker is an important operational partner for your equity plan. Finding the right broker is critical to maximizing efficiency and staying compliant. Explore the essential criteria you need to consider to select a broker that provides the right services at the right cost. Discover strategies to optimize your equity plan management and enhance the employee experience.

Key questions this webinar will answer:

• What types of services can you expect your broker to offer?
• What questions should you ask regarding services, technology, and cost?
• How does the complexity of your plan impact your broker selection?
• What reporting capabilities should you look for in a broker?

Continuing Education

This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.