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Upcoming Events

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. 

 

*New This Year - A Monthly Webcast Series*

Join us the second Monday of each month for a one-hour webcast on why business owners use ESOPs and how they work.

March 8th

April 12th

May 10th

June 14th

July 12th

03.10.2010Webcast: Estate Planning Using ESOPs
Complimentary Webcast - Click here to register!
03.24.2010Webcast: Ask the ESOP Experts
Complimentary Webcast - Click here to register!
04.12.2010Webcast - Introduction to ESOPs
Complimentary Webcast - Click here to register!
04.27.2010Client Webcast: Second-Stage Transactions / Mature ESOPs
Complimentary Webcast - Click here to register!
05.21.2010Webcast - Deferred and Incentive Compensation
Complimentary Webcast - Click here to register!
05.23.2010Finding the Best Exit - Walnut Creek, CA
Strategies for Liquidity and Legacy - Co-sponsored by Comerica Bank