Join Sierra Pacific Private Wealth for an educational webinar featuring Bianca Schmidt of SpiderRock Advisors and Michael Lee of Aperio Advisors as we discuss strategies designed to help investors navigate concentrated stock positions, tax-aware diversification, and portfolio risk management.

This session will explore how direct indexing and option overlay strategies may help high-net-worth investors and professionals with equity compensation thoughtfully manage concentrated equity exposure within a broader holistic financial plan.

All registrants will receive a copy of the presentation. So click the RSVP button on the right to register even if you cannot attend the live broadcast in order to receive the materials.

For more on the topic see the 

Disclaimer: Registration and attendance is subject to review and attendance will need to be approved prior to the event.