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Financial Planning and Taxation Issues for Executives

White and Williams LLP (Philadelphia, PA) | September 10, 2019

White and Williams and SFG Wealth Planning are pleased to present a panel discussion of regulations and tax effects of executive and equity compensation. The panelists will address avoiding potential pitfalls in the application of these rules as well as topics including:

  • Forms of executive compensation
  • Bridging the retirement gap
  • Rules of thumb
  • Types of deferred compensation
  • Analysis of stock-based compensation
  • Offsetting expenses
  • Advising clients on options


  • Stephen Bowers | Counsel, White and Williams LLP
  • Charles Steege | President, SFG Wealth Planning
  • Matthew Witter | Senior Vice President, SFG Wealth Planning


  • 8:00 AM - 8:30 AM: Registration and Breakfast
  • 8:30 AM - 9:30 AM: Programming
  • 9:30 AM - 10:00 AM: Networking

CLE and CPE credit approval pending. Click here to register.

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