NCEO National Conference | Nonqualified Deferred Compensation and Warrants

NCEO National Conference – April 10, 2019 – “Nonqualified Deferred Compensation and Warrants” with Richard Heeter of Capital Trustees, LLC and Kathleen Weber, Esq. of ESOP Plus.

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NY/NJ ESOP Association Chapter Spring Meeting | Communicating Value to ESOP Participants

NY/NJ ESOP Association Chapter Spring Meeting April 3, 2019 – “Communicating Value to ESOP Participants” with John Zollo, Esq. of Schatz, Brown, Glassman LLP.

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PNC Wealth Management - What Is Your Business Worth?

What is your business worth? Come hear PNC Client Advisor C. Hunter Widener, CFP®, CFBS, Robert (Rob) Snowden, ASA, ABV and South Park Advisors, LLC on 4/2 discuss #businessvaluation. RSVP, details:

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Multistate ESOP Association Meeting | Pros and Cons of ESOP Releveraging Transactions and Other Alternatives

Multistate ESOP Association Meeting September 12, 2018 – “Pros and Cons of ESOP Releveraging Transactions and Other Alternatives” with Joe Marx of Principal Financial Group and Joshua Copp of Cameron Manufacturing & Design, Inc.

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NCEO National Conference | Non-Qualified Deferred Compensation

NCEO National Conference April 18, 2018 – “Non-Qualified Deferred Compensation” with John Zollo, Esq. of Barclay Damon, LLP and Lara Hemingway, Esq. of Foster Pepper, LLP.

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NCEO National Conference | Second Stage ESOP Transactions

NCEO National Conference April 5, 2017 – “Second Stage ESOP Transactions” with Brian Goldstein, Esq. of Jackson Lewis, P.C. and Andy O’Neill of Prairie Capital Advisors, Inc.

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