This interactive program of expert panelists includes a FREE LUNCH and will cover the following technical and educational information: basic ESOP concepts and approaches, tax attributes, tax qualification requirements, special tax incentives, valuation issues, and Wealth Management Techniques. Lunch will begin at 12:30, program will start at 12:45p. Seats are limited due to room restrictions; so SIGN UP TODAY!
When & Where
ESOPMarketplace.com is our nation's premiere website for people like you to find the best ESOP advisors. We provide live, local,in person seminars to business owners and key executives on succession, ownership transfer, and wealth management strategies. Our best ESOP Advisors are asked to have their client references checked and displayed with their profile page. Their ESOP clients are also asked to rank their advisor on a scale of 1-5. The free listings don't have that verification. Our best ESOP Advisors have invested in ESOPMarketplace.com because they are committed to advancing ESOPs as one of their methods to improve a business owner's succession plan. They also agree to sponsor your live, in person seminar costs to help promote ESOPs throughout the country; especially regional and national conferences and in person, live or face to face seminars; much like the one you are registering for right now. So, thank you for taking the time to register and attend one of our informative programs. We will be having other programs throughout the year, so please check in with us from time to time!