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.
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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.
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*New This Year - A Monthly Webcast Series*
Thinking about an ESOP for your company? Join us each month for a one-hour webcast on why business owners use ESOPs and how they work. |
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August 9th |
September 13th |
October 4th | |
