Seminar: Is an ESOP Right for You?

Tuesday, February 10, 2015 7:30 - 10:00 a.m.

Owners of privately-held businesses often struggle with understanding ways to transition all or part of their business. Learn whether an ESOP may be an attractive option to consider. Join us for an educational panel discussion around some of the basics of an ESOP; financial, fiduciary and legal issues as well as post transaction wealth management.

7:30 - 8:00 a.m. - Welcome Breakfast & Registration

8:00 - 10:00 a.m. - Panel Discussion

This presentation will discuss:

• Preparing for an ownership transition.
• How do ESOP transactions work?
• Why an ESOP should be considered as your transition strategy.

Presenters:

• Howard Kaplan & Lance Studdard, Benefits Trust
• Steven Schaffer, Bryan Cave LLP
• Michael Podkulski & Brian Jenkins, JP Morgan Securities
• Michael McGinley & David Burdette, Prairie Capital Advisors, Inc.