Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood.
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The goal of today’s session is to give you an in-depth understanding of exactly how to discover, handle, divide and distribute the most common executive compensation awards in a divorce situation. The presentation will focus on understanding these complex compensation vehicles including vesting schedules, tax impact upon division and distribution pitfalls. We will also address the impact, if any, of this income for purposes of child and spousal support as well as valuation of the assets for purposes of a buyout, and more.
Key topics to be discussed:
Date: November 29, 2022
Stacy Francis | Francis Financial
Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of Savvy Ladies™, a nonprofit organization dedicated to educating and empowering women to take control of their finances.
She is a nationally recognized financial expert featured on CNBC’s Digital Financial Advisor Council, the Forbes Finance Council, Kiplinger, and The Wall Street Journal. Stacy is the host of Financially Ever After, a podcast focusing on women, money, and divorce. She is also the author of the Financial Help for Widows – A Complete Resource Guide and the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce.
I. Incentive and Non-Qualified Stock Options | 12:00pm – 12:30pm
II. Restricted Stock Units | 12:30pm – 1:00pm
Break | 1:00pm – 1:10pm
III. Deferred Compensation | 1:10pm – 1:40pm
IV. Severance Payments | 1:40pm – 2:10pm