Upcoming Events

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

 

Our programs qualify for continuing education credit with the CFP Board of Standards and the National Association of State Boards of Accountancy. Click here to view information regarding SES Advisors and the National Registry of CPE Sponsors.

 

Check this schedule frequently to see where we'll be presenting next.  

Seminars and Webcasts

Conferences and Presentations