Educating your employees. Maximizing the benefits of your benefits.

Your equity compensation plan is one of the most important benefits you can give your employees so educating them about their options stands to reason. UBS Corporate Employee Financial Services® (CEFSSM) Financial Advisors can help them understand vital benefit information through a wide range of seminars including:

  • equity compensation through stock options, employee stock purchase plans, restricted stock award/units and stock appreciation rights
  • general investment education
  • asset allocation
  • financial planning1
  • retirement planning services2
  • estate planning strategies3

In addition, our Advisors have been trained in your company's individual equity compensation plan so they can provide advice and financial education that is precisely targeted to your participants’ needs. They will also partner with you to develop a customized seminar or program and can deliver it either onsite or online.

For more on how education can benefit your employees and your company, connect with a CEFS representative at 866-706-2727 (Monday - Friday, 9:00 a.m. to 5:00 p.m. ET) or e-mail us at with your name, title, company and contact information.