Webinar 2: Employee Stock Purchase Plans (ESPPs): How They Work and Key Considerations

May 11, 2026

About this webinar

Employee Stock Purchase Plans (ESPPs can be a valuable workplace benefit, yet they are often misunderstood. This session provides an educational overview of how ESPPs typically function, including purchase discounts and lookback features, as well as important tax considerations. We’ll also review illustrative examples of how employees have approached ESPP participation as part of a diversified financial strategy.

What you will learn

How ESPPs are structured, including common discount and lookback features
General tax treatment of qualifying and disqualifying dispositions
Illustrative examples of employee participation approaches under different scenarios

Actionable Takeaway

Understand the mechanics of ESPPs and considerations for participating in a way that aligns with your overall financial goals and risk tolerance.

Register Now

Connor Low, CFP®, EA, ChFC®

Owner/CEO
Wealth Management Advisor

Connor Low is an Investment Advisor and Lead Financial Planner, as well as the founder of Iarann Wealth, a wealth management firm based in Durham, North Carolina. Born in New York, Connor later moved to North Carolina and has dedicated his career to delivering financial planning and investment strategies, helping clients build and preserve wealth through tailored solutions.

About Iarann Wealth

At Iarann Wealth, we help high-income earners, business owners, and families create tailored financial strategies that support long-term growth and security. With a holistic approach to wealth management, our team partners with you to simplify complex financial decisions and align your money with your goals.

Ready to take the next step?

Free Consultation

On Demand Webinars

Disclaimer

Information presented here is for general informational purposes only and should not be construed as individualized advice. All investing involves risk. Past performance is no indication of future results, which cannot be guaranteed. Market conditions change continuously. Iarann Wealth and Private Client Services do not offer tax or legal advice. Always consult a professional regarding your specific situation.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Private Client Services, a Registered Investment Advisor. Private Client Services and Iarann Wealth are unaffiliated entities.