Seminars and Webcasts

We invite you to join us for one of our ESOP seminars or webcasts.

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, seminar and webcast topics include Intro to ESOPs, Using ESOPs in Tough Economic Times, Estate Planning and Business Succession Planning. 

Our live seminars qualify for continuing education credit with the CFP Board of Standards and the National Association of State Boards of Accountancy.

Please check back later this summer for upcoming fall seminars in your area, as well as webcasts you can participate in from your office.