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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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Daybright Financial
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EPIC RPS
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Relationship Manager – Defined Contributions Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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Nova 401(k) Associates
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Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Independent Retirement
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Spectrum Pension Consultants (part of Daybright Financial)
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ESOPs: An Attractive Structuring Opportunity for Succession Planning, Wealth Creation and Client RetentionPKF O'Connor Davies |
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Apr. 22, 2021 On-Demand Webinar |
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Join us for a comprehensive review of employee stock ownership plans (ESOPs), and building an effective succession planning and exit strategy for owners and executives of privately held businesses. Key Topics:
Who Should Attend: Accountants, Privately Held Business Owners, Executives, CEOs, CFOs, Treasurers, Controllers and General Counsels |