Seminars and Webcasts

Attention all CPAs:

Get your CPE credits in before year-end!

Join SES Advisors and Smith Barney for a complimentary seminar on how to use ESOPs to help your clients accomplish their financial goals.

Tuesday, December 9

4:00 - 6:00 p.m.

Smith Barney

7272 Wisconsin Avenue, 4th Floor

Bethesda, MD 20814

Meg Shrum, Senior Vice President of SES Advisors, and Donald Caron, Vice President of Investments for Smith Barney, will explain ESOPs in detail:

• benefits and limitations
• tax incentives and financing options for selling shareholders
• how a privately-held company is valued
• what make a company a good ESOP candidate

To register, please call Alice Simons at (866) 316-ESOP or complete the registration form below.