Equity essentials

Our pledge

Equity ownership can change lives, but understanding it is not easy. Basic equity education is a necessary but lacking part of expanding equity ownership. Our data show that 65% of vested options are left on the table, meaning that employees are walking away from the value they helped create. We have built the fundamental equity curriculum, and will educate 100,000 employees across the country on
Equity Essentials.


Watch a recording of our last session

Missed out on our December 9th session of Equity Essentials? We’ve got you covered with an on-demand recording of the event.

In this 40-minute presentation you’ll learn:

  • How to understand your equity grant agreement
  • Actions you can take, from grant to exercise to sale
  • Basic tax implications of equity compensation


Stay up to date on upcoming presentations

Please fill out the form below to get notified.