About Is an ESOP Right for You?

Summer 2024 registration is SOLD OUT. If you are interested in attending Is an ESOP Right for you, please register for the Fall 2024 edition in Phoenix Please note that registration is exclusive to companies exploring employee stock ownership plans (ESOPs). We will see you in Nashville!

Topics of Discussion

  • What is an ESOP?
  • Why choose an ESOP as part of your succession plan?
  • Overview of an ESOP Transaction with real-world examples.

ESOP Essentials

Take home the tools you need to make your decision. ESOP Essentials is an interactive pdf booklet featuring articles, webinar recordings, and more, all carefully chosen to guide you on your employee ownership journey

Continuing Education Credit Information:

This seminar is eligible for 4 CPE  hours and 4.0 SHRM Hours. You must sign in onsite to receive credit.

Thank you to our July 2024 sponsors and partners

 

EOX

 

Boulay  DevineMill GreatBancTrustCompanyIntrust IT ksm logo in light blueLevenfeld-PearlsteinESOP Group at MS

PrairieTorch