[Video] Qualifying Holding Periods for Incentive Stock Options

Mosaic / Nov 11, 2015 / Employee and Government Benefits / Investments / Video

Geoff Zimmerman, CFP, Senior Advisor for Mosaic Financial Partners, Inc., discusses the basics of stock options in this recording from a webinar hosted by Mosaic Financial Partners.

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[Video] Reflections and Recalculations: Finding Life and Career Fulfillment

Mosaic / Oct 30, 2015 / Retirement Planning / Video

Mosaic Financial Partners presents an evening devoted to finding a deeper sense of meaning in life and work, whether before or after retirement. Featuring guest speaker Ruth Ross, author of "Coming Alive! The Journey to Reengage Your Life and Career."

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[Video] Medicare Enrollment Periods

Sabrina Lowell / Oct 2, 2015 / Employee and Government Benefits / Video

Sabrina Lowell, CFP® and guest James Holt, RHU, REBC discuss how to enroll in Medicare in this recording from a webinar hosted September 18, 2014. 

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[Video] What is an Incentive Stock Option?

Mosaic / Sep 30, 2015 / Employee and Government Benefits / Investments / Video

Geoff Zimmerman, CFP, Senior Advisor for Mosaic Financial Partners, Inc., discusses the basics of stock options; the discussion revolves around what makes up Incentive Stock Options, also known as ISOs, and how they differ from Non-Qualified Stock Options in definition and tax treatment.

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[Video] What is a Nonqualified Stock Option?

Mosaic / Sep 23, 2015 / Employee and Government Benefits / Investments / Video
Geoff Zimmerman, CFP, Senior Advisor for Mosaic Financial Partners, Inc., discusses the basics of stock options in this recording from a webinar hosted by Mosaic Financial Partners.

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[Video] How are options Exercised?

Mosaic / Sep 16, 2015 / Employee and Government Benefits / Investments / Video
Geoff Zimmerman, CFP, Senior Advisor for Mosaic Financial Partners, Inc., discusses how stock options are exercised in this recording from a webinar hosted by Mosaic Financial Partners.

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[Video] Valuing Stock Options

Mosaic / Sep 9, 2015 / Employee and Government Benefits / Tax Planning / Investments / Video

Geoff Zimmerman, CFP, Senior Advisor for Mosaic Financial Partners, Inc., discusses the basics of stock options in this recording from a webinar hosted by Mosaic Financial Partners.

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[Video] Key Features of a Stock Option

Mosaic / Sep 2, 2015 / Employee and Government Benefits / Investments / Video

Geoff Zimmerman, CFP, Senior Advisor for Mosaic Financial Partners, Inc., explains the key features of employer-granted stock options in this recording from a webinar hosted by Mosaic Financial Partners.

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[Video] Introduction to Alternative Investments

David Cowles / Sep 2, 2015 / Investments / Video

Dave Cowles discusses alternative investments in this recording from a webinar hosted July 24th, 2014. 

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[Video] Allocating Portfolios with Alternative Investments

David Cowles / Aug 12, 2015 / Investments / Video

David W. Cowles, CFP®, Director of Investments for Mosaic Financial Partners, shows you how adding alternatives to the traditional mix of stocks and bonds can increase returns and decrease risk in this recording from webinar hosted on May 22, 2014 by Mosaic Financial Partners, Inc., San Francisco financial advisors.

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[Video] How do Alternative Investments perform in bear markets?

David Cowles / Aug 5, 2015 / Investments / Video

David W. Cowles, CFP®, Director of Investments for Mosaic Financial Partners, discusses how Alternative Investments have performed in past bear markets in this recording from webinar hosted on May 22, 2014 by Mosaic Financial Partners, Inc., San Francisco financial advisors.

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[Video] Health Plan Pricing for Individual and Small Group Plans under the ACA

Sabrina Lowell / Jul 29, 2015 / Employee and Government Benefits / Video

Sabrina Lowell, CFP® and guest James Holt, RHU, REBC discuss Affordable Care Act (ACA) Individual Plan Pricing in this recording from a webinar hosted September 18, 2014.

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[Video] When Should I Sign Up For Medicare?

Sabrina Lowell / Jul 22, 2015 / Employee and Government Benefits / Video

Sabrina Lowell, CFP® and guest James Holt, RHU, REBC discuss the pros and cons of enrolling in Medicare while being presently employed in this recording from a webinar hosted September 18, 2014. 

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[Video] Medigap Plans

Sabrina Lowell / Jul 15, 2015 / Employee and Government Benefits / Video

Sabrina Lowell, CFP® and guest James Holt, RHU, REBC discuss Medigap plans in this recording from a webinar hosted September 18, 2014. 

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[Video] How Much Does Medicare Cost?

Sabrina Lowell / Jul 13, 2015 / Employee and Government Benefits / Video

Sabrina Lowell, CFP® and guest James Holt, RHU, REBC discuss Medicare costs in this recording from a webinar hosted September 18, 2014.

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