Webinar
April 22, 2026 03:00 PM America/Chicago
Making Sense of Your Equity Compensation: Financial Planning Considerations
A Closer Look at Equity Compensation and Financial Planning
Understanding stock-based compensation and key planning considerations
📆Date: Wednesday, April 22nd
⏰Time: 4 PM Eastern / 3 PM Central / 1 PM Pacific
In this educational webinar, Ryan Walker, CFP®, CEPA, Senior Wealth Manager, will discuss common equity compensation plans and the key features employees should understand. The session is designed to help participants gain a clearer understanding of stock-based compensation and how these benefits can influence broader financial planning decisions.
We’ll be covering:
Common types of employee equity compensation and how they are typically structured
Key features employees should understand when reviewing their equity benefits
How equity compensation may fit into a broader financial picture
Ryan Walker, CFP®, CEPA
Ryan Walker is a financial professional with a wealth of experience in guiding clients through complex financial landscapes. He began his career in the financial services industry during the bear market of 2008, helping investors navigate a challenging economic environment. Before joining SAM, he served as an Associate Financial Planner and spent approximately eight years with a large Registered Investment Advisor, where he played a key role in developing personalized financial strategies that helped clients achieve their financial and retirement goals.
Ryan graduated from Bridgewater State University with a bachelor’s degree in Operations Management, concentrating in Finance. As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA), he is uniquely qualified to support business owners navigate their transition plans.
Originally from the Boston area, Ryan has called the West Coast home since 2013 and lives in SW Washington State. In his free time, he enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.