Session
Succession Planning
Name
ESOP: Sell Side Advisory Services
Date
Wednesday, October 28, 2020
Time
2:00 PM - 3:00 PM
Speakers
Description
We will discuss opportunities for succession planning in the Middle Market and how an ESOP can be a very powerful tool (tax savings, retirement benefit, and getting Employees to act like owners)+. Things to look for and questions to ask your clients.
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