ESOP Seminars and Webcasts

We invite you to join us for one of our ESOP seminars or webcasts. Our live seminars qualify for continuing education credit with the CFP Board of Standards and the National Association of State Boards of Accountancy.

For our clients:

We offer webcasts throughout the

year on timely Administration and

legal topics to help you keep your

ESOP on track.

For company owners:

We offer seminars and webcasts on topics including Business Succession Planning, Deferred and Incentive Compensation, and ESOP Basics.

_____________________________________________________________

09.13.2010	Webcast - Introduction to ESOPs Complimentary Webcast - Click here to register!
09.16.2010	Strategies for Liquidity & Ownership Transition - Irving, TX Cosponsored by Matheson Financial Advisors, Inc.
09.22.2010	Strategies for Liquidity & Ownership Transition - Costa Mesa, CA Cosponsored by Matheson Financial Advisors, Inc.
09.22.2010	Webcast - Incorporating Employees into Formal Corporate Governance Complimentary Webcast - Click here to register!
10.04.2010	Webcast - Introduction to ESOPs Complimentary Webcast - Click here to register!
11.16.2010	Webcast - ESOP Administration: Account Segregation & Rebalancing Complimentary Webcast - Click here to register!