Base, Bonus, & a Boatload of Equity
"Base, Bonus, and a Boatload of Equity"
For women+ receiving equity compensation or actively investing.
A Rebel Art Club x Morgan Stanley event focused on what we’re all thinking about - increasing our compensation and building our net worth - but rarely get a chance to talk about.
Co-hosted by
Chelsea Brogan, CFP® – Whip smart, brilliantly kind, and never one to sugarcoat what matters, Chelsea is a Financial Advisor and Certified Financial Planner™ at Morgan Stanley. Focused on financial planning and equity compensation, she brings clarity to conversations most people tiptoe around, including strategies for cash flow, taxes, and risk management.
Caitlin White – Known for creating cozy spaces where women+ talk about money, unpack deep money fears, and trade real information to build the financial successes they want. As founder of Rebel Art Club, she helps women+ grow their net worth and advocate for themselves at work and in their personal finances.
📍 Location: The Up & Up, 116 MacDougal St, NYC
📅 Date: Tuesday, September 16
🕠 Time: 5:30 to 7:00 PM
< leave work a little early and still have time for your evening routine! >
🍸 First two rounds of craft cocktails or mocktails are on us
Sponsored by Morgan Stanley Wealth Management and Rebel Art Club
What to Expect
Rebel Art Club is a personal finance club that meets in craft circles. This is a space for folks to have vulnerable, trusted, and intimate conversations about money.
This is a small, curated in-person casual chat for women investors in tech and other industries with equity compensation who want to better understand their compensation and grow their net worth with intention.
→ Together, we’ll talk about:
What “base + bonus + equity” really means in practice, plus how to spot (and negotiate for) meaningful equity
How two people making the same income can build drastically different financial outcomes
The questions most of us are thinking but not asking out loud
What our biggest financial eye rolls are
★ This event is born from witnessing firsthand how powerful an information exchange can be, especially in spaces where it’s often guarded.
55 E 52nd St Fl 14 New York, NY 10055
Phone: 212-401-0529
The guest speaker(s) is neither an employee nor affiliated with Morgan Stanley Wealth Management. Opinions expressed by the guest speaker(s) are solely their own and do not necessarily reflect those of Morgan Stanley. This presentation is for informational purposes only. We are not implying an affiliation, sponsorship, endorsement, approval, investigation, verification or monitoring by Morgan Stanley of any information contained in the presentation. The information and data in the presentation may be deemed reliable; however, their accuracy and completeness is not guaranteed by Morgan Stanley. All opinions, information, and data used are subject to change without notice. Past performance is not a guarantee of future results.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor.
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.
CRC4765119 8/25