Upcoming ESOP Events

Educating business owners, their advisors and ESOP participants about Employee Stock Ownership Plans is an important part of our work. We host seminars and participate in conferences nationwide throughout the year.

 

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

 

Please click one of the links below to view the upcoming schedules.  

Seminars and Webcasts

Conferences and Presentations