---
title: Tips for Incorporating Equity Compensation into Your Overall Financial Plan
description: Tips for Incorporating Equity Compensation into Your Overall Financial Plan - Wealth Management
image: https://info.westorg.org/hubfs/WEST20logo20brief.jpg
---

[![Home](https://info.westorg.org/hubfs/West%20August2017/Img/west%202016.jpg)](https://gwnew.memberclicks.net/home)

# WEST Wisdom Blog

## Tips for Incorporating Equity Compensation into Your Overall Financial Plan

Posted by [Jaime Luna](https://info.westorg.org/blog/author/jaime-luna) on Jan 10, 2017 10:40:00 AM

- [Tweet](https://twitter.com/share)

Today, more women are advancing to senior positions within the life sciences industry. Along with added responsibilities, senior executives usually receive stock options or other forms of equity compensation as part of their compensation packages. In this lunch program, financial advisor Beata Dragovics provides an overview of the various forms of equity compensation, along with current compensation trends within the life sciences industry. Attendees will learn how to optimize their equity compensation packages, with a particular focus on managing concentrated wealth. Other topics include the tax ramifications of exercising stock options, along with tactics for treating equity compensation as a vital piece of your overall financial plan.

Beata will treat attendees to whatever they want to order from the regular lunch menu at Commonwealth Restaurant.

Register at [http://www.westorg.org/2017-01-19-wealth-management](http://www.westorg.org/2017-01-19-wealth-management)

 Topics: [Events](https://info.westorg.org/blog/topic/events), [Financial Planning](https://info.westorg.org/blog/topic/financial-planning), [Wealth Management](https://info.westorg.org/blog/topic/wealth-management)

### Subscribe to Email Updates

### Recent Posts

### Posts by Topic

- [Career (159)](https://info.westorg.org/blog/topic/career)
- [Women in STEM (152)](https://info.westorg.org/blog/topic/women-in-stem)
- [Women (150)](https://info.westorg.org/blog/topic/women)
- [Community (138)](https://info.westorg.org/blog/topic/community)
- [Upcoming Events (129)](https://info.westorg.org/blog/topic/upcoming-events)
- [Events (123)](https://info.westorg.org/blog/topic/events)
- [Networking (106)](https://info.westorg.org/blog/topic/networking)
- [#WESTevent (99)](https://info.westorg.org/blog/topic/westevent)
- [Career Development (96)](https://info.westorg.org/blog/topic/career-development)
- [Leadership (92)](https://info.westorg.org/blog/topic/leadership)
- [#WESTorg (87)](https://info.westorg.org/blog/topic/westorg)
- [Science (75)](https://info.westorg.org/blog/topic/science)
- [Developing Your Skills (63)](https://info.westorg.org/blog/topic/developing-your-skills)
- [Connect (61)](https://info.westorg.org/blog/topic/connect)
- [Cambridge (54)](https://info.westorg.org/blog/topic/cambridge)
- [Communication (48)](https://info.westorg.org/blog/topic/communication)
- [Tech (47)](https://info.westorg.org/blog/topic/tech)
- [Discussion (46)](https://info.westorg.org/blog/topic/discussion)
- [Success (46)](https://info.westorg.org/blog/topic/success)
- [Inspiration (45)](https://info.westorg.org/blog/topic/inspiration)
- [Biotech (44)](https://info.westorg.org/blog/topic/biotech)
- [Impact (44)](https://info.westorg.org/blog/topic/impact)
- [Empowerment (43)](https://info.westorg.org/blog/topic/empowerment)
- [Professional (43)](https://info.westorg.org/blog/topic/professional)
- [Network (41)](https://info.westorg.org/blog/topic/network)
- [STEM (41)](https://info.westorg.org/blog/topic/stem)
- [Career Path (40)](https://info.westorg.org/blog/topic/career-path)
- [Leaders (40)](https://info.westorg.org/blog/topic/leaders)
- [Interactive (38)](https://info.westorg.org/blog/topic/interactive)
- [Panel (35)](https://info.westorg.org/blog/topic/panel)
- [Be Fearless, Be Brave (33)](https://info.westorg.org/blog/topic/be-fearless-be-brave)
- [Confidence (33)](https://info.westorg.org/blog/topic/confidence)
- [Learn (33)](https://info.westorg.org/blog/topic/learn)
- [Own It (33)](https://info.westorg.org/blog/topic/own-it)
- [Resilience (33)](https://info.westorg.org/blog/topic/resilience)
- [Advocate (31)](https://info.westorg.org/blog/topic/advocate)
- [Self-Awareness (29)](https://info.westorg.org/blog/topic/self-awareness)
- [Challenges (28)](https://info.westorg.org/blog/topic/challenges)
- [Career Possibilities (27)](https://info.westorg.org/blog/topic/career-possibilities)
- [Inclusion (27)](https://info.westorg.org/blog/topic/inclusion)
- [Role Models (26)](https://info.westorg.org/blog/topic/role-models)
- [Change (25)](https://info.westorg.org/blog/topic/change)
- [Transitions (25)](https://info.westorg.org/blog/topic/transitions)
- [Values (25)](https://info.westorg.org/blog/topic/values)
- [Diversity (24)](https://info.westorg.org/blog/topic/diversity)
- [Resources (24)](https://info.westorg.org/blog/topic/resources)
- [Workshop (24)](https://info.westorg.org/blog/topic/workshop)
- [Advice (23)](https://info.westorg.org/blog/topic/advice)
- [Interview (23)](https://info.westorg.org/blog/topic/interview)
- [STEM Women (23)](https://info.westorg.org/blog/topic/stem-women)
- [Self-Reflection (22)](https://info.westorg.org/blog/topic/self-reflection)
- [Work Life Balance (22)](https://info.westorg.org/blog/topic/work-life-balance)
- [Awards (21)](https://info.westorg.org/blog/topic/awards)
- [Inspire (21)](https://info.westorg.org/blog/topic/inspire)
- [Tools (21)](https://info.westorg.org/blog/topic/tools)
- [Leader (19)](https://info.westorg.org/blog/topic/leader)
- [New Opportunities (19)](https://info.westorg.org/blog/topic/new-opportunities)
- [Webinar (19)](https://info.westorg.org/blog/topic/webinar)
- [Women in Business (19)](https://info.westorg.org/blog/topic/women-in-business)
- [D&I (18)](https://info.westorg.org/blog/topic/di)
- [Relationships (18)](https://info.westorg.org/blog/topic/relationships)
- [Support (18)](https://info.westorg.org/blog/topic/support)
- [Giving Back (17)](https://info.westorg.org/blog/topic/giving-back)
- [Strengths (17)](https://info.westorg.org/blog/topic/strengths)
- [Balance (16)](https://info.westorg.org/blog/topic/balance)
- [Gender Balance (16)](https://info.westorg.org/blog/topic/gender-balance)
- [Influence (16)](https://info.westorg.org/blog/topic/influence)
- [Gender Parity (15)](https://info.westorg.org/blog/topic/gender-parity)
- [Leading Ourselves (15)](https://info.westorg.org/blog/topic/leading-ourselves)
- [Life (15)](https://info.westorg.org/blog/topic/life)
- [Making a Difference (15)](https://info.westorg.org/blog/topic/making-a-difference)
- [Mentoring (15)](https://info.westorg.org/blog/topic/mentoring)
- [goals (15)](https://info.westorg.org/blog/topic/goals)
- [Coaching (14)](https://info.westorg.org/blog/topic/coaching)
- [Insight (14)](https://info.westorg.org/blog/topic/insight)
- [Mentor (14)](https://info.westorg.org/blog/topic/mentor)
- [Rockstars (14)](https://info.westorg.org/blog/topic/rockstars)
- [STEM Leadership (14)](https://info.westorg.org/blog/topic/stem-leadership)
- [Strong Women (14)](https://info.westorg.org/blog/topic/strong-women)
- [negotiation (14)](https://info.westorg.org/blog/topic/negotiation)
- [Annual Theme (13)](https://info.westorg.org/blog/topic/annual-theme)
- [Board of Directors (13)](https://info.westorg.org/blog/topic/board-of-directors)
- [Boston (13)](https://info.westorg.org/blog/topic/boston)
- [Culture (13)](https://info.westorg.org/blog/topic/culture)
- [Equity (13)](https://info.westorg.org/blog/topic/equity)
- [Grow (13)](https://info.westorg.org/blog/topic/grow)
- [Business (12)](https://info.westorg.org/blog/topic/business)
- [Identity (12)](https://info.westorg.org/blog/topic/identity)
- [Job (12)](https://info.westorg.org/blog/topic/job)
- [Emotional Intelligence (11)](https://info.westorg.org/blog/topic/emotional-intelligence)
- [Female Representation STEM (11)](https://info.westorg.org/blog/topic/female-representation-stem)
- [Giving (11)](https://info.westorg.org/blog/topic/giving)
- [Management (11)](https://info.westorg.org/blog/topic/management)
- [Mindfulness (11)](https://info.westorg.org/blog/topic/mindfulness)
- [Decision Making (10)](https://info.westorg.org/blog/topic/decision-making)
- [Financial Planning (10)](https://info.westorg.org/blog/topic/financial-planning)
- [Gender Pay Gap (10)](https://info.westorg.org/blog/topic/gender-pay-gap)
- [Innovation (10)](https://info.westorg.org/blog/topic/innovation)
- [Lessons Learned (10)](https://info.westorg.org/blog/topic/lessons-learned)
- [Member Spotlight (10)](https://info.westorg.org/blog/topic/member-spotlight)
- [Purpose (10)](https://info.westorg.org/blog/topic/purpose)
- [20th Anniversary (9)](https://info.westorg.org/blog/topic/20th-anniversary)
- [Best Practices (9)](https://info.westorg.org/blog/topic/best-practices)
- [Change Management (9)](https://info.westorg.org/blog/topic/change-management)
- [Corporate Culture (9)](https://info.westorg.org/blog/topic/corporate-culture)
- [Empathy (9)](https://info.westorg.org/blog/topic/empathy)
- [Gender Balance, STEM (9)](https://info.westorg.org/blog/topic/gender-balance-stem)
- [Organizational Culture (9)](https://info.westorg.org/blog/topic/organizational-culture)
- [Speed Networking (9)](https://info.westorg.org/blog/topic/speed-networking)
- [Wealth Management (9)](https://info.westorg.org/blog/topic/wealth-management)
- [Book Club (8)](https://info.westorg.org/blog/topic/book-club)
- [Collaboration (8)](https://info.westorg.org/blog/topic/collaboration)
- [Entrepreneurship (8)](https://info.westorg.org/blog/topic/entrepreneurship)
- [Hiring Women in STEM (8)](https://info.westorg.org/blog/topic/hiring-women-in-stem)
- [Influence Without Authority (8)](https://info.westorg.org/blog/topic/influence-without-authority)
- [Personal Branding (8)](https://info.westorg.org/blog/topic/personal-branding)
- [Strong World (8)](https://info.westorg.org/blog/topic/strong-world)
- [Compensation (7)](https://info.westorg.org/blog/topic/compensation)
- [Equal Pay (7)](https://info.westorg.org/blog/topic/equal-pay)
- [Financial (7)](https://info.westorg.org/blog/topic/financial)
- [Growth (7)](https://info.westorg.org/blog/topic/growth)
- [Team (7)](https://info.westorg.org/blog/topic/team)
- [Ally (6)](https://info.westorg.org/blog/topic/ally)
- [Allyship (6)](https://info.westorg.org/blog/topic/allyship)
- [Announcements (6)](https://info.westorg.org/blog/topic/announcements)
- [Conflict Resolution (6)](https://info.westorg.org/blog/topic/conflict-resolution)
- [Engage (6)](https://info.westorg.org/blog/topic/engage)
- [Focus (6)](https://info.westorg.org/blog/topic/focus)
- [Trust (6)](https://info.westorg.org/blog/topic/trust)
- [Vision (6)](https://info.westorg.org/blog/topic/vision)
- [You (6)](https://info.westorg.org/blog/topic/you)
- [#MemberSpotlight (5)](https://info.westorg.org/blog/topic/memberspotlight)
- [Breakfast (5)](https://info.westorg.org/blog/topic/breakfast)
- [Competence (5)](https://info.westorg.org/blog/topic/competence)
- [Experience (5)](https://info.westorg.org/blog/topic/experience)
- [Female (5)](https://info.westorg.org/blog/topic/female)
- [Lead (5)](https://info.westorg.org/blog/topic/lead)
- [Solutions (5)](https://info.westorg.org/blog/topic/solutions)
- [Storytelling (5)](https://info.westorg.org/blog/topic/storytelling)
- [Strategies (5)](https://info.westorg.org/blog/topic/strategies)
- [Venture Capital/VC (5)](https://info.westorg.org/blog/topic/venture-capital-vc)
- [20 Inspirational Leaders (4)](https://info.westorg.org/blog/topic/20-inspirational-leaders)
- [Choice (4)](https://info.westorg.org/blog/topic/choice)
- [Conversations (4)](https://info.westorg.org/blog/topic/conversations)
- [Delegation (4)](https://info.westorg.org/blog/topic/delegation)
- [Fearlessness (4)](https://info.westorg.org/blog/topic/fearlessness)
- [Feedback (4)](https://info.westorg.org/blog/topic/feedback)
- [Grit (4)](https://info.westorg.org/blog/topic/grit)
- [Holiday (4)](https://info.westorg.org/blog/topic/holiday)
- [Industry (4)](https://info.westorg.org/blog/topic/industry)
- [Nominate (4)](https://info.westorg.org/blog/topic/nominate)
- [Personality (4)](https://info.westorg.org/blog/topic/personality)
- [Presentation (4)](https://info.westorg.org/blog/topic/presentation)
- [Research & Development (4)](https://info.westorg.org/blog/topic/research-development)
- [Volunteer (4)](https://info.westorg.org/blog/topic/volunteer)
- [Women's History Month (4)](https://info.westorg.org/blog/topic/womens-history-month)
- [Academia (3)](https://info.westorg.org/blog/topic/academia)
- [Author Chat (3)](https://info.westorg.org/blog/topic/author-chat)
- [Bias (3)](https://info.westorg.org/blog/topic/bias)
- [Broadway (3)](https://info.westorg.org/blog/topic/broadway)
- [Business Development (3)](https://info.westorg.org/blog/topic/business-development)
- [Digital (3)](https://info.westorg.org/blog/topic/digital)
- [Discount (3)](https://info.westorg.org/blog/topic/discount)
- [Donation (3)](https://info.westorg.org/blog/topic/donation)
- [Earth Day (3)](https://info.westorg.org/blog/topic/earth-day)
- [Economics (3)](https://info.westorg.org/blog/topic/economics)
- [Excellence (3)](https://info.westorg.org/blog/topic/excellence)
- [Imposter Syndrome (3)](https://info.westorg.org/blog/topic/imposter-syndrome)
- [International Women's Day (3)](https://info.westorg.org/blog/topic/international-womens-day)
- [Introvert (3)](https://info.westorg.org/blog/topic/introvert)
- [Life Science VC (3)](https://info.westorg.org/blog/topic/life-science-vc)
- [MBA (3)](https://info.westorg.org/blog/topic/mba)
- [Marketing (3)](https://info.westorg.org/blog/topic/marketing)
- [Open Innovation (3)](https://info.westorg.org/blog/topic/open-innovation)
- [Operational (3)](https://info.westorg.org/blog/topic/operational)
- [Outreach (3)](https://info.westorg.org/blog/topic/outreach)
- [Parenting (3)](https://info.westorg.org/blog/topic/parenting)
- [PhD (3)](https://info.westorg.org/blog/topic/phd)
- [Presence (3)](https://info.westorg.org/blog/topic/presence)
- [Problem Solving (3)](https://info.westorg.org/blog/topic/problem-solving)
- [Public Speaking (3)](https://info.westorg.org/blog/topic/public-speaking)
- [Risk (3)](https://info.westorg.org/blog/topic/risk)
- [Roadmap (3)](https://info.westorg.org/blog/topic/roadmap)
- [STEAM (3)](https://info.westorg.org/blog/topic/steam)
- [Sponsor (3)](https://info.westorg.org/blog/topic/sponsor)
- [Start-Up (3)](https://info.westorg.org/blog/topic/start-up)
- [Summer Reads (3)](https://info.westorg.org/blog/topic/summer-reads)
- [Talent (3)](https://info.westorg.org/blog/topic/talent)
- [The Arts (3)](https://info.westorg.org/blog/topic/the-arts)
- [Voice (3)](https://info.westorg.org/blog/topic/voice)
- [Assessment (2)](https://info.westorg.org/blog/topic/assessment)
- [Boundaries (2)](https://info.westorg.org/blog/topic/boundaries)
- [Clarity (2)](https://info.westorg.org/blog/topic/clarity)
- [Computing (2)](https://info.westorg.org/blog/topic/computing)
- [Devices (2)](https://info.westorg.org/blog/topic/devices)
- [Global (2)](https://info.westorg.org/blog/topic/global)
- [Gratitude (2)](https://info.westorg.org/blog/topic/gratitude)
- [Grit, Growth, Gratitude (2)](https://info.westorg.org/blog/topic/grit-growth-gratitude)
- [Healthcare (2)](https://info.westorg.org/blog/topic/healthcare)
- [Hiring (2)](https://info.westorg.org/blog/topic/hiring)
- [Holiday Party (2)](https://info.westorg.org/blog/topic/holiday-party)
- [Investing (2)](https://info.westorg.org/blog/topic/investing)
- [LGBTQIA+ (2)](https://info.westorg.org/blog/topic/lgbtqia)
- [Membership (2)](https://info.westorg.org/blog/topic/membership)
- [Mom (2)](https://info.westorg.org/blog/topic/mom)
- [Organizational Change (2)](https://info.westorg.org/blog/topic/organizational-change)
- [Overwhelm (2)](https://info.westorg.org/blog/topic/overwhelm)
- [Passion (2)](https://info.westorg.org/blog/topic/passion)
- [Polarities (2)](https://info.westorg.org/blog/topic/polarities)
- [Stereotypes (2)](https://info.westorg.org/blog/topic/stereotypes)
- [Sustainability (2)](https://info.westorg.org/blog/topic/sustainability)
- [Working Remotely (2)](https://info.westorg.org/blog/topic/working-remotely)
- [unConference (2)](https://info.westorg.org/blog/topic/unconference)
- [25th Anniversary (1)](https://info.westorg.org/blog/topic/25th-anniversary)
- [Agriculture (1)](https://info.westorg.org/blog/topic/agriculture)
- [Ask (1)](https://info.westorg.org/blog/topic/ask)
- [CEO (1)](https://info.westorg.org/blog/topic/ceo)
- [Digitial (1)](https://info.westorg.org/blog/topic/digitial)
- [Disability (1)](https://info.westorg.org/blog/topic/disability)
- [Equity Management (1)](https://info.westorg.org/blog/topic/equity-management)
- [Food Science (1)](https://info.westorg.org/blog/topic/food-science)
- [Gifts (1)](https://info.westorg.org/blog/topic/gifts)
- [Giving Tuesday (1)](https://info.westorg.org/blog/topic/giving-tuesday)
- [Healing and Hope (1)](https://info.westorg.org/blog/topic/healing-and-hope)
- [Health (1)](https://info.westorg.org/blog/topic/health)
- [IP (1)](https://info.westorg.org/blog/topic/ip)
- [IT (1)](https://info.westorg.org/blog/topic/it)
- [Independent Consulting (1)](https://info.westorg.org/blog/topic/independent-consulting)
- [Intellectual Property (IP) (1)](https://info.westorg.org/blog/topic/intellectual-property-ip)
- [Listen (1)](https://info.westorg.org/blog/topic/listen)
- [Medical (1)](https://info.westorg.org/blog/topic/medical)
- [Patents (1)](https://info.westorg.org/blog/topic/patents)
- [Podcasts (1)](https://info.westorg.org/blog/topic/podcasts)
- [Reflect, Reimagine, Emerge Stronger (1)](https://info.westorg.org/blog/topic/reflect-reimagine-emerge-stronger)
- [Resume (1)](https://info.westorg.org/blog/topic/resume)
- [Retaining Talent (1)](https://info.westorg.org/blog/topic/retaining-talent)
- [Sleep (1)](https://info.westorg.org/blog/topic/sleep)
- [Stock (1)](https://info.westorg.org/blog/topic/stock)
- [Time Management (1)](https://info.westorg.org/blog/topic/time-management)
- [Trademarks (1)](https://info.westorg.org/blog/topic/trademarks)
- [Traditions (1)](https://info.westorg.org/blog/topic/traditions)
- [Value (1)](https://info.westorg.org/blog/topic/value)
- [Vote (1)](https://info.westorg.org/blog/topic/vote)
- [Waltham (1)](https://info.westorg.org/blog/topic/waltham)
- [Women's Health (1)](https://info.westorg.org/blog/topic/womens-health)
- [law (1)](https://info.westorg.org/blog/topic/law)

[see all](https://info.westorg.org/blog/wealth-management-01-19-17#)

[Member Login](https://gwnew.memberclicks.net/login)

[Search](https://info.westorg.org/blog/wealth-management-01-19-17#)

- [Home](https://gwnew.memberclicks.net/)

- [About ](https://gwnew.memberclicks.net/about) 
    - <https://gwnew.memberclicks.net/about>[About WEST](https://gwnew.memberclicks.net/about-west)
    - [Staff and Board of Directors](https://gwnew.memberclicks.net/staff-and-board-of-directors)
    - [Advisory Board](https://gwnew.memberclicks.net/advisory-board)
    - [Contact](https://gwnew.memberclicks.net/contact)
    - [Blog](https://info.westorg.org/blog)

- [WEST Events](https://gwnew.memberclicks.net/west-events) 
    - [Upcoming Events](https://gwnew.memberclicks.net/upcoming-events)
    - [Past Events](https://gwnew.memberclicks.net/past-events)
    - [Event Photo Gallery](https://gwnew.memberclicks.net/event-photo-gallery)
    - [Event Scholarships](https://gwnew.memberclicks.net/event-scholarships)

- [Sponsorship](https://gwnew.memberclicks.net/sponsorship) 
    - [Sponsorship Benefits](https://gwnew.memberclicks.net/sponsorship-benefits)
    - [WEST Sponsors](https://gwnew.memberclicks.net/west-sponsors)
    - [Individual Donations](https://gwnew.memberclicks.net/individual-donations)

- [Membership](https://gwnew.memberclicks.net/membership) 
    - [Member Benefits](https://gwnew.memberclicks.net/member-benefits)
    - [Join](https://gwnew.memberclicks.net/join)
    - [Member Spotlight](https://gwnew.memberclicks.net/member-spotlight)

- [Volunteers](https://gwnew.memberclicks.net/volunteers) 
    - [Volunteer Opportunities](https://gwnew.memberclicks.net/volunteer-opportunities)
    - [Volunteer Spotlight](https://gwnew.memberclicks.net/volunteer-spotlight)

- [Resources](https://gwnew.memberclicks.net/volunteers) 
    - [Job Postings](https://gwnew.memberclicks.net/job-postings)
    - [Workshop Leaders](https://gwnew.memberclicks.net/workshop-leaders)

- <https://www.linkedin.com/groups/2689034/profile>
- <https://www.facebook.com/home.php?sk=group_162105003844292&ap=1>
- <https://twitter.com/Sciencewomen>

[Back to top ](https://info.westorg.org/blog/wealth-management-01-19-17#)

[powered by ](http://www.memberclicks.com/)