# Event Details

- **Event Name**: Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan
- **Event Start and End Date**: Thu, 23 Apr, 2026 at 03:00 pm (+00:00)
- **Event Description**: Concentrated stock positions rarely start as a problem. They start as a success. Over time, however, a single holding can quietly grow into a significant portion of your wealth, introducing risks that may not always be obvious. This session will help you think more strategically about how that position fits into your broader financial plan.

What We’ll Cover:
- When a stock position becomes “too concentrated”
- The different types of risk involved
- Tax-aware strategies for diversification
- Planning approaches to help protect long-term flexibility
- Key questions to consider before making any decisions
 

Who This Is For:
This webinar may be especially helpful if you:

- Hold a large position in a single stock
- Hold a portfolio of appreciated stocks or ETF’s
- Receive equity compensation (RSUs, options, ESPP)
- Are approaching retirement or a liquidity event
- Want to align your investments with your long-term plan
 

Speaker:
Christopher M. Kehoe, CFA®, CEPA®
Wealth Advisor & Director of Investment Research
25+ years of experience working with high-net-worth individuals and multi-generational families, including serving as CIO of a Family Office.


If you’ve built meaningful wealth in a single position, this conversation can help you think more clearly about what comes next.
- **Event URL**: https://allevents.in/bohemia-new-york/concentrated-stock-solutions-turning-a-successful-position-into-a-strategic-plan/200029953219250
- **Event Categories**: workshops, virtual, webinar
- **Interested Audience**: 
  - total_interested_count: 10

## Ticket Details


## Event venue details

- **city**: Bohemia, New York
- **location**: Online event
- **full address**: Online event, 1 Corporate Dr, Bohemia, NY 11716-2659, United States, Bohemia, New York

## Event gallery

- **Alt text**: Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan
  - **Image URL**: https://cdn-az.allevents.in/events1/banners/fc7ee29cc6ff8f9fd7fb47c10d42adb7c8495fd05cb34e8f73ebbc990559a931-rimg-w851-h315-dc354d5d-gmir?v=1776340790

## FAQs

- **Q**: When and where is Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan being held?
  - **A:** Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan takes place on Thu, 23 Apr, 2026 at 03:00 pm to Thu, 23 Apr, 2026 at 03:00 pm at Online event, 1 Corporate Dr, Bohemia, NY 11716-2659, United States, Bohemia, New York.
- **Q**: Who is organizing Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan?
  - **A:** Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan is organized by R.W. Rogé & Company.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan is ideal for professionals, entrepreneurs, startup founders, and networking enthusiasts eager to grow their connections. Whether you're a first-time attendee or a longtime enthusiast in Bohemia, New York, this event is thoughtfully curated to deliver a standout experience worth every moment. If Concentrated Stock Solutions: Turning a Successful Position Into a Strategic Plan sounds like your kind of event, don't wait - spots fill up fast.

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