A concentrated stock position often begins as a success story. Over time, though, what once felt like a strength can quietly become a source of risk. Please join us on Thursday, April 23, at 11 a.m. EST, for a live, educational webinar designed to help you step back, evaluate your position, and think more strategically about how it fits into your broader financial plan.
What We’ll Cover:
- When a stock position may become overly concentrated
- The different types of risk that can develop over time
- Tax-aware approaches to diversification
- Planning strategies to support long-term flexibility
- Key questions to consider before making any decisions
Who This Is For:
This session may be especially valuable if you:
- Hold a large position in a single stock
- Have a portfolio of highly appreciated stocks or ETFs
- Receive equity compensation such as RSUs, stock options, or ESPPs
- Are approaching retirement or a potential liquidity event
- Want your investment strategy to better align with your long-term plan
Your Speaker:
Christopher M. Kehoe, CFA®, CEPA®
Wealth Advisor & Director of Investment Research
Chris brings more than 25 years of experience working with high-net-worth individuals and multi-generational families, including serving as Chief Investment Officer of a Family Office. His perspective is grounded in helping clients navigate complex investment decisions with clarity and care.
If you’ve built meaningful wealth in a single position, this is an opportunity to take a thoughtful, informed look at what comes next.
Click here to reserve your spot
We hope you can join us!
For tailored guidance on managing your wealth or questions about investment strategies, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
